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

    • What is a good referral for you?

    • What is a good referral for you?

    • Three criteria for referrals

    • Three criteria for referrals

    • 5 questions to get testimonials

    • Write down some types of professions for referrals

    • Professional introducers

    • 9 words to get Referrals

    • 9 words to get Referrals

    • Referral Example 1

    • Referral example one: Inheritance TAX Planning

    • Referral example 2

    • Referral example two: People who want to look after their own finances

    • Referral example 3

    • Referral example three: for protection

    • The importance of learning skills

    • Who to ask for referrals?

    • Final words

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

    Next Steps...

    • Before you go...