Wayne Cotton Referral System Experience?

[Jared Traum]

I'm curious who has used this with success? I'm considering it, and at $2,500 it's a hefty price so I'm doing my research.

What is special about the Business Development Book he uses? Is it similar to the old Leap "referral guide"?

Just trying to get a feel for the materials and process. Thanks!

 

[Justin Bilyj]

The system is good IF you can follow a process consistently and can get in front of people early on in the process until you can start gathering referrals. It doesn't show you how to sell insurance per se (no presentations) but how to analyze one's needs to see if you should present. Also, I feel that the system is best for agents or planners that can be flexible in the products they offer rather then a specialist e.g. life insurance agent.

 

[rousemark]

Have never understood why people would pay outrageous prices for some "special" referral system. There are only two things to be done in getting good referrals.. First, you earn them by giving you current clients outstanding service.. Then having done that, exercise your right to what you have earned by asking for the referral. As someone on the forum said about another subject, "it ain't rocket surgery"..

 

[DHK]

I've seen it, but no, I haven't bought it.

The business development program (a nice embossed leather book) is about transitioning from having a value conversation with whom you just did business... to the value others experienced (3-9 testimonial letters)... then you transition into why you need referrals and the qualities of people you do your best work with.

In my opinion, Sandy Schussel does a better job of teaching referrals without using the word "need" or even "greed".



You can order Sandy's Mastering Client Referrals program for $37 one-time:
Products

 

[rousemark]

At one time we were required to complete Bill Cates' Unlimited Referrals course. It was OK but I couldn't see where a person using a little common sense would not do much the same as what he taught.

 

[LostDollar]

At one time we were required to complete Bill Cates' Unlimited Referrals course. It was OK but I couldn't see where a person using a little common sense would not do much the same as what he taught.

There's the title for your book and system:

Common Sense Agency Management for the Insurance Professional
(Lessons Gleaned from a Life in Insurance)