How To Build A Powerful Referral Network

Build A Referral Network That Will Get You Results

Acquiring and serving clients requires specific skills. Whether you're a financial advisor,  a small business owner or a HR professional looking to advance your career, you will need to foster trust with prospective clients and strategic referral partners.

In a competitive business environment, strong partner relationships and referrals are more important than ever. Your greatest asset regardless of the industry you are in,  is your inventory of prospective new customers. And there is no better way to maintain that inventory, converting prospects to customers or clients, than by using the power of word-of-mouth advertising. 

But what are the key ingredients for a successful referral relationship?

Join Tom and Sameer as they share their experiences and expertise on how to build referral networks, strategic partnerships and drive more sales. 

Meet the Guests on The Show

Tom Hopkins Faculty XTRAcredits

TOM HOPKINS

Tom Hopkins carries the standard as a master sales trainer and is recognized as the world’s leading authority on selling techniques and salesmanship. 

Over 5,000,000 people on five continents have attended Tom’s high-energy live seminars. Tom personally conducts 30+ seminars each year traveling throughout the North America, Europe, Asia, Australia, and South Africa.

Tom Hopkins, faculty member at XTRAcredits,  is the author of eighteen books, including “How to Master the Art of Selling™,” which has sold over 1.7 million copies worldwide. This mega-selling book is considered a must-have reference guide for top selling producers in every field of sales. He has also authored three selling-skills books in the popular “…for Dummies®” series. And, his latest, “When Buyers Say No” (2014) is receiving rave reviews. 

Tom’s talent of teaching in a creative and entertaining style has brought him a tremendous following, as well as constant demand for appearances at regional and national conventions each year. His corporate clients have included AFLAC, Best Buy, State Farm, MaryKay Cosmetics, Forever Living Products, Hilliard Energy, Paramount Pools & Spas, ADT Security Systems and 24Hour Fitness.

One of America’s most successful and dynamic businessmen, Tom Hopkins did not find success easily. He quit college after only 90 days. At 19 years of age, married and with a baby on the way, he took a job  selling real estate.

Six months into his real estate career, Tom’s income was averaging just $42 a month. Armed with drive, determination and knowledge, Tom Hopkins built his sales volume to over $14,000,000 within five years including the sale of 365 homes in a single year. Word of Tom’s record-breaking sales success soon brought repeated requests to conduct sales training seminars across the country.

In 1976, he founded Tom Hopkins International, Inc., and dedicated his life and his company to teaching and inspiring others through his seminars, books, audio, video and online training programs. Today, over 35,000 corporations and millions of professional salespeople through the world utilize his professional sales training materials daily.

Sameer Somal on the Coffee With Lisa Show

SAMEER SOMAL CFA, CFP®, CAIA

Sameer S. Somal is the Chief Financial Officer at Blue Ocean Global Wealth. In May of 2017, he was named an Iconic Leader Creating a Better World for All by the All Ladies League & Women Economic Forum.

Prior to co-founding Blue Ocean Global Wealth, he was a Senior Investment Analyst at The Bank of Nova Scotia and a Financial Advisor and Intermediary at Morgan Stanley and Merrill Lynch & Co.  His fiduciary responsibility at Ernst & Young and Advisor Compliance Associates include helping asset management and alternative investment companies adapt to Sarbanes-Oxley.

Sameer serves on the Financial Planning Association (FPA) National Diversity Committee and the Board of Directors of the Philadelphia/Tri-State FPA. A senior financial services leader on industry roundtable and panel discussions, Sameer serves on CFP Board’s Council on Education and is a Women’s Initiative (WIN) Advocate. He is an active member at CFA Institute and a Board Advisor at the iPlan Education Institute in New Delhi, India.

A member of the Speakers’ Series at the Johns Hopkins University Carey School of Business, Sameer is a frequent speaker on succession planning, technology, diversity, retirement, financial planning, entrepreneurship, and leadership. He earned his B.S. in Finance and Accounting from Georgetown University and is a 2012 FPA Diversity Scholar.

Interested in Being A Guest on the Show?

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