Your Coach

Speaker, Author, Executive Performance Coach

Bernie De Souza

Bernie De Souza is a World-Renowned International Speaker, Best-selling Author and leading authority in helping Professionals to get more clients with these key skills.

Bernie specialises in helping professionals with client acquisition, by explaining the exact words to use, to influence prospects and clients with Integrity to say yes please, more easily.

Bernie has spoken in over 50 countries helping people with skills like how to close more easily, how to fill their diaries with quality appointments and get Automatic referrals plus many more skills.

Bernie teaches these specialist skills at conferences, workshops, one to ones and blended learning programs.

Course curriculum

  • 1

    Welcome to the course!

    • How to use this course

    • Get your worksheet

    • Before we begin...
  • 2

    Let's get started!

    • Introduction

    • Last five referrals

    • Where your referrals come from

    • Write where these five referrals came from

    • What problems do you solve

    • Write examples of problems you solve in your offering

    • What is a good client referral for you

    • Write down what is a good referral for you

    • Five questions to get testimonials

    • Write down some types of professions for referrals

    • Nine questions for automatic referrals

    • Breakdown of the 9 questions for referrals

    • Nine Words for referrals

    • Nine words to get Referrals

    • Examples of 9 words

    • Referral example one: Pension transfer

    • Example 2 Inheritance Tax Planning

    • Referral example two: Inheritance TAX Planning

    • Example 3 Protection

    • Referral example three: for protection

    • Blind benefits

    • Professional introducers

    • Professional introducers

    • Example professions for introducers

    • Recap

    • This test is a short assessment to help you recap the Referrals training
  • 3

    Next Steps...

    • Before you go...