[cm_page_title title=”Unit 9 Certification Step 7″ subtitle=”Certified Spending Planner Online Training” text_align=”left” horizontal_rule=”0″]

Certification – Step 7


Certified Spending Planner Training – Kickstart – Lesson 7

Referral Generation & Making Appointments

Referrers and Referrals

This exercise will help you identify people and/or businesses that are a potential source of referral of customers.

This task is very simple.

Write down the name and contact details of the following professionals in your area:

  • Mortgage Brokers
  • Financial Planners
  • Accountants
  • Life Coaches
  • Business Coaches
  • Bookkeepers

… and any other business that you think are a potential source of referrals.

We will be showing you how to approach these people and inspire them to be a referral source.


Are you up for the challenge?  Are you serious about building your business?  Then we recommend you also speak to a possible referral partner and obtain an appointment to chat with them about the possibility of helping each other out. Make an appointment with them for the week following your Face to Face training.

And ….. that’s a wrap! Congratulations – it’s time to unleash your new talents on the world!!

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