Obtaining qualified referrals is the goal of every financial advisor. The more people you see, the more people you have the potential to help. That's the philosophy of Terry Cook, a successful regional vice president in the life insurance industry who has talked with thousands of financial advisors across the country. In Referrals Forever, he shares techniques that will help advisors achieve a constant flow of referrals:
What motivates people to refer high quality prospects.
How to create a powerful, focused "message" to attract referrals.
How to develop permanent "referral partners" who continually provide high quality referrals.
Terry describes practical, hands-on ways financial advisors can successfully spread the word about their services and develop referral partnership from hosting open houses, using social media to network, selecting the right venue to talk with small or large groups, and rewarding referral partners. He knows firsthand the importance of financial advisors-life insurance has played a huge role in his family's heritage- and he is passionate about helping others learn from his observation of successful financial advisors.
Terry Cook has spent 20 years as a regional vice president/regional director in the life insurance industry, previously serving as an agent, district sales manager and general agent. He got his start with Northwestern Mutual. He earned his chartered life underwriter and chartered financial consultant designations from the American College. He attended Brigham Young University and received a bachelor's degree in interdisciplinary studies from Liberty University.
Terry was born in Seattle and raised on a farm in Washington state, has qualified for the million dollar round table and been recognized for manpower development and as regional vice president of the year many times. Terry has spoken often at industry meetings about the process of obtaining referrals. He and his wife, Anita, live in Charlotte, North Carolina, and have three children and four grandchildren. Terry golfs, coaches youth sports and roots for Brigham Young University's football team, the North Carolina Tar Heels basketball team and the Carolina Panthers."