The Trick to Obtaining Pre-Qualified Referrals Seminar

A Business Seminar Teaches Financial Advisors How To Gain Important Referrals to Increase Business

Asheville, NC -- (SBWire) -- 06/17/2014 --The Trick to Obtaining Pre-Qualified Referrals is a seminar that will take place 20th June to help Financial Advisors gain new business through referrals

“How to Obtain Pre-Qualified Referrals Who Are Expecting Your Call” is the title of the presentation to be given at The Edward Jones Summer Regional Meeting on Friday, June 20th at The Omni Severin Hotel in Indianapolis by 32-year industry veteran and a financial advisor mentor Max Bolka.

“Almost every top advisor reports that referrals are the #1 way they obtain new business,” says Max. “In addition, approximately 80% of clients surveyed said they would refer someone to their advisor if asked.

However, only 12 % of those same respondents have ever been asked… Someone is missing the boat!”

Many advisors have given up asking for referrals due to lack proper verbiage and strategy leaving advisors feeling awkward and needy, and their clients feeling pressured.

With the troubled economic crisis, it is important that advisors understand the importance of gaining referrals to increase sales. Advisors need to gain the confidence and increase the knowledge and learn important tools how to gain quality referrals.

In this entertaining, inspiring and practical talk, Max will teach a simple, sincere, non-manipulative and unobtrusive way to ask for referrals that leave the integrity of all parties intact. In other words, advisors will feel as a respected professional and their clients will feel at ease.

For more information on this talk, please contact Comprehensive Business Consulting at
(800) 472-3288 or email

Media Contact
Max Bolka
223 E. Charlotte St. #6
Asheville, NC 28801
Toll Free Phone: (800) 472-3288

Media Relations Contact

Max Bolka
Comprehensive Business Consulting

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