Bring Your Event Audience Game Changing Value and Actionable Ideas to Grow Their Business
Hear from your Speaker
If you are responsible for coordinating events, we understand how difficult it can be to put a quality program together.Between selecting engaging speakers who drive significant value and developing a program that flows well, we know that one speaker can make or break an otherwise great program.
Dan Allison has keynoted conferences in the advisory space for more than 20 years. Having spoken in all fifty states in America and on six of the seven continents (we still need Antarctica), Dan is widely known as one of the industries leading global authorities on business development. Dan built his content to not only be entertaining and engaging, but to drive value and provide actionable strategies that will help advisors develop business immediately.
Based on 20 years of research around referral behavior, his ground-breaking talks have earned him the highest ratings time and time again at conferences around the world. The most respected brands (click for logos) in the industry have trusted Dan to address their largest conferences and Dan delivers each time.
Our content can be structured to fit any format. From brief keynote addresses to in depth half and full day workshops, Dan knows how to engage groups in a way that is engaging, informative, and most importantly….actionable!
Our content can be structured to fit any format. From brief keynote addresses to in depth half and full day workshops, Dan knows how to engage groups in a way that is engaging, informative, and most importantly….actionable!
We have all been at a conference to watch a speaker deliver a veiled sales pitch with motivation around selling over delivering value. Dan’s approach is simple, within the time frame given he will share absolutely everything he knows regarding business development without holding back value.
Advisors who attend our sessions learn a plethora of strategies to engage their clients and COI’s in a way that leads to significantly more referrals. Most importantly, the advisors can do so without feeling salesy or uncomfortable.
The content of our flagship presentations is based on interviewing thousands of clients and COIs to learn why they do and do not refer to financial advisors. Through understanding the psychology of referring, we have developed content to not only help advisors understand their client and COI referral behavior, but exactly what to do and say to change the behavior to achieve more referrals!
Attendees of your conference will learn:
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The seven primary reasons that clients and COI’s say they do not refer to their advisor relationships.
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The five characteristics that must exist in their relationships to earn more referrals without feeling uncomfortable.
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How to get the right referrals regardless of how they define their ideal client.
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How to handle clients saying “I gave your name to someone the other day” so that the advisor turns the statement into a conversation and an introduction
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How to increase the satisfaction and value their clients receive to create additional advocacy
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Exactly what to say to clients and COIs to earn referrals without looking desperate or salesy
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How to acknowledge and reward referral behavior to increase the likelihood clients and COI’s will refer more in the future.
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Much, much more!
Make your next event remarkable
Book a 30-minute call directly with Dan to discuss your event, your objectives, and learn how our content will bring value and make you look like a rock star!
We look forward to hearing from you