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Many advisors struggle to grow their business through referrals. With answers that will surprise you, Forte busts the myths around when and how to ask, and what to do with the four to six names you will receive from every new client meeting. 

Forte shares methods for engaging with clients at the first meeting, improving phone calls, handling objections, closing sales and managing clients' expectations.

How does one practice win 43 service awards and exist for 31 years without an advice- or service-related complaint? Forte reveals his secrets to growing exponentially, protecting ongoing revenues during regulatory change, generating more business and building stronger client relationships.

Forte has built one of the U.K.’s most recognized and successful financial services practices. In 30 years, Forte Financial has never had a client complaint, won more than 30 service awards and received well over 300 new referrals each year from clients and other professionals. The secret? To have a back-office structure and process so consistent a unique client experience is created. In a never-seen-before presentation, Forte shares the secrets of his extraordinary success.

Forte has built one of the U.K.’s most recognized and successful financial services practices. In 30 years, Forte Financial has never had a client complaint, won more than 30 service awards and received well over 300 new referrals each year from clients and other professionals. The secret? To have a back-office structure and process so consistent a unique client experience is created. In a never-seen-before presentation, Forte shares the secrets of his extraordinary success.

Success is not based upon the “yes” or “no” but upon communicating with as many people as possible, and then positioning yourself for success. In this presentation, find out how you can close more cases and earn more referrals.

Success is not based upon the “yes” or “no” but upon communicating with as many people as possible, and then positioning yourself for success. In this presentation, find out how you can close more cases and earn more referrals.

Forte describes how to make and receive personal introductions, without using the words "referral" or "appointment," that lead to more fruitful meetings with prospects.

Every financial advisor has a case they always remember. Longtime Top of the Table members Gordon and Forte talk about what those clients mean to them. To view the full presentation, click here: "A conversation: The journey to success" [https://rz.mdrt.org/video/a-conversation-the-journey-to-success/]

Longtime Top of the Table members Gordon and Forte discuss the ideas that took their careers to the next level. To view the full presentation, click here: "A conversation: The journey to success" [https://rz.mdrt.org/video/a-conversation-the-journey-to-success/]