Referral Card
Send your logo to krystian@teamheartpower.com to have you personalized Referral Card made.
Once you have your personalized referral card, place it in your client signing package.
Introducing to Clients - Ongoing Touch Points
Based on our experience with the ACMT here are some of the client introduction scripts as well as WHEN to use them.
Blog & Velocity Email
Includes four examples of clients benefiting from the financial services addition. Links blog and email communication for effective marketing.
Intro to Database and Webinar Invite
Make your client feel exclusive with a personalized invite to financial planning and a How Money Works webinar.
This is a letter that notifies prospective client of your product offering expansion and invites them to our How Money Works webinar.
Professional Agreement
In the spirit or respect, clarity and integrity we’ve drafted up this simple one page agreement on how to work together, please review, sign and return to krystian@teamheartpower.com
Client Talking Points
These are examples of things to look for that may pique an interest with a client for a referral.
Overcoming Objections
Standard objections that may arise with the client and how to address them.
Six Months After Funding
How to integrate from referral card introduction directly into Velocity software for six months after funding follow up.
Compensation Example
This example is based on the production history of working with the ACMT.
The example illustrates three compensation scenarios:
if you write the sale
if a trained rep writes the sale
if Krystian writes the sale
Downloadable Brochures
