Instant Webinar: How to Turn Businesses, Unions and School Districts into YOUR Own Ultimate Referral Source

Instant Webinar: How to Turn Businesses, Unions and School Districts into YOUR Own Ultimate Referral Source Presenter: Scott Vinson, Affinity Marketing Expert & Founder, BenefitIQ If you have any questions regarding this presentation, please call BenefitIQ at 888-245-7433. Copyright, BenefitIQ, All Rights Reserved 1

Copyright, BenefitIQ, All Rights Reserved This webinar is designed for Loan Officers willing to work hard who are OK promoting themselves & their business who want to work with quality clients of their own choosing who want to work smarter, think bigger & make more money w/out having to rely on traditional referral partners

Copyright, BenefitIQ, All Rights Reserved During this webinar, you ll learn Why The BEST Referrals almost NEVER come from traditional Referral Partners How traditional Referral Partners undermine your business and KEEP you STUCK A powerful proven strategy that you can use to add 3-5 new QUALITY referrals to your pipeline every month like clockwork without having to rely upon traditional Referral Partners BONUS The most efficient and effective way to build a lucrative EXIT strategy!

Copyright, BenefitIQ, All Rights Reserved About Scott Vinson 26 years industry experience 15 years Workplace Prospecting Expert Founder of BenefitIQ and The HomeBenefitIQ Program Creating Top Producers since 2004 Successfully facilitated over 3,750 corporate mortgage & real estate assistance programs The HomeBenefitIQ Program has become the nation s premier mortgage/real estate assistance plans

Nationwide Poll Referrals (word of mouth) Consumer direct (mailers, door knocking, telesales, radio, TV, etc.) Social media (LinkedIn, FB, etc.) Internet leads (personal website, Zillow, Trulia, Bank Rate, Costco, etc.) Don t have one (I am lucky and new clients just seem to find me.) What is your primary strategy for getting in front of new quality clients? Copyright, BenefitIQ LLC, 2015

Copyright, BenefitIQ, All Rights Reserved Traditional ways to grow a database Client $3,000 Referral $3,000 5-7 years later the original client needs your services again* $3,000 Referral $3,000 What s the lifetime value of a single client the Word of Mouth way? +/- $12,000 *according to the NAR annual study of consumer trends

The #1 strategy Intelligent Originators use to attract NEW QUALITY clients $5,000 The Workplace Client (COI or PC) This is easier than you think Your referral asking script needs this: does your company have a Real Estate Assistance Program? How many people work there? 500 CO-WORKERS $5,000 $5,000 $5,000 $5,000 $5,000 $5,000 Employee Employee Employee Employee Employee Employee $5,000 $5,000 $5,000 $5,000 $5,000 $5,000 Friend/Family Friend/Family Friend/Family Friend/Family Friend/Family Friend/Family Increase the lifetime value of a client to $75,000, $150,000, $1,000,000 + Copyright, BenefitIQ, All Rights Reserved

Introduce yourself differently and watch doors of opportunity open I set up Real Estate Assistance Programs I m a Corporate Lender vs. I m a Loan Officer, Senior LO, Mortgage Planner, Mortgage Banker Copyright, BenefitIQ, All Rights Reserved 14

EMPLOYERS School Districts ASSOCIATIONS UNIONS

Questions you can ask anybody with a JOB Do they offer you any form of Real Estate or Mortgage benefits where you work? - - No? - - When you have a benefit question, who do you ask? Are they right there on-site with you? As an employee, can you get a meeting with them? FREE RESOURCE: www.tinyurl.com/hbiq3conversations TIP: Create conversations, not sales pitches Using NLP, you make your problem their problem, and they ll solve it for you

Success Leaves Clues ~Jim Rohn Copyright, BenefitIQ LLC, 2013 20

What about the local Cycling Club? Steve J. Launched his services to a 90 member cycling club 17 loans in 2016= $6.5 million in loan volume Numerous referrals to friends & family Several members referred his program into their workplaces

What about the business next door? Gilbert B. Launched his services to a 250 employee law firm Prior to the official launch he closed 2 transactions ($8,900) The law firm has agreed to recommend his program to a few of their business clients

How about an Alumni Association? Susan P. Launched to her 11,000 member alumni association Her Mortgage Professor column is featured in the mtly newsletter Closed 27 loans thru Q3 and doesn t spend $1 on this account

your past client s workplaces? Donna A. After closing a purchase loan she asked for a different kind of referral She landed a 375 employee software company Generated 11 loan apps in the first 60 days / $4.2 million

the local school district(s)? Sue W. Approached the local school district directly Invited to participate in a new teacher orientation with over 200 Generated 17 new prospects in less than 2.5 hours

Inches away from YOUR ULTIMATE REFERRAL SOURCE

10-Steps I m to a Launching Corporate --Recap-- Lender 1- Learning Become a SME. 2- Pre-Call Do your homework. 3- Identify Who are you calling and Why. 4- The Call Smile with confidence. 5- Meeting Preparation Prep is everything. 6- The Meeting All about THEM. 7- Meeting Follow-up Separate yourself. 8- Close ANY reason why 9- Launch Your enthusiasm sells. 10-Engagement Where the fun begins!

BenefitIQ-Get the Power of FIVE Our proven 5 point program 1. Training- learn how to work with employers you ll learn from the best 2. Professional Presentations- earns credibility w/employer you ll look like a Benefit Pro 3. On-going Marketing Support- keep employees informed we ve thought of that too 4. Technology- employers want progressive benefits we give you that 5. Referral Partners Galore- they ll be seeking you out referral partners that actually refer

We can do this together Patented technology designed to help you reach quality prospects at the source Simple to use, effective, turn-key business plan World class training, support and 1:1 accountability An elite community of workplace prospecting experts Nation s top workplace prospecting platform working incrementally harder doesn t help you make a QUANTUM LEAP in your production! Copyright, BenefitIQ, All Rights Reserved 30

Asking is simple when you have a SYSTEM A turnkey solution called HomeBenefitIQ Here are a few of the resources: Full color presentation folder PowerPoint presentations Human Resource Brochure Lunchroom Poster & Payroll Insert Membership ID card Member Privileges/Savings Employer interview sheet Employer acknowledgement sheet Scripts, follow up letters, email templates E-newsletter focused on financial education Intro CD with a professional flash video Employer Proposal Template Patented Benefit Web Site Technology Copyright, BenefitIQ, All Rights Reserved

Copyright, BenefitIQ, All Rights Reserved The Presentation Materials The HomeBenefitIQ Program is completely turn-key. Providing YOU a professional, efficient an affordable way to secure relationships with to Businesses, Unions and School Districts Free to the Employer Valuable to the Employee

Benefit Launch Materials Lunchroom/breakroom posters Payroll inserts/handouts New hire package info Virtual launch announcements Intranet interactive banners Employee benefit ID cards Copyright, BenefitIQ, All Rights Reserved 35

Copyright, BenefitIQ, All Rights Reserved Patented Benefit Technology As a HomeBenefitIQ Provider, you gain access to all the tools/resources you need to build a predictable and profitable book of business.

Copyright, BenefitIQ, All Rights Reserved Go to: www.homebenefitiq.com Employees/members gain access through the HomeBenefitIQ web platform to your benefit offering specific to their workplace/club/association. Widgetco Widgetco

Your brand is on every page. Employer s logo. Customized landing page text makes the employee feel welcomed and appreciated. Tell the employee what the benefit will be. Employees can view your Mortgage Advisor page and Preferred Partners with just a click of the mouse.

Your brand is on every page. Highlight your services and tell employees how you are different. Links to your public web site to allow the consumer to find out more. Feature your Transaction Coordinator or Processor to provide customer convenience.

Your brand is on every page. Highlight your referral partner and generate leads! Customizable profile text to so employees can see the offering. Links to your referral partner s public web sites.

8 reasons why YOU should ask a Businesses, Unions & School Districts to be YOUR Ultimate Referral Source 1) Local companies will promote YOU to their employees EXPONENTIAL MARKETING! 2) Provides YOU with instant credibility YOU become their trusted advisor 3) Employees REVERE what their employer offers 4) Gives YOU a captive audience of QUALITY prospects to market to 5) YOU now have a continual/instant lead source 6) YOU become a HERO with referral partners 7) NEVER PURSUE AGAIN! Copyright, BenefitIQ, All Rights Reserved 46

3 qualities of a good business person 1. They make decisions quickly 2. They are willing to invest in themselves 3. They understand the following principle: You do what you ve always done, you get what you ve always gotten. #3.5 They understand the power of leverage Copyright, BenefitIQ, All Rights Reserved 48

Join us now: 1. Go to www.benefitiq.com 2. Click the JOIN NOW button to complete our contract and to activate your online account 3. START building your business ONE COMPANY at a time EXCLUSIVE INSTANT WEBINAR OFFER Copyright, BenefitIQ, All Rights Reserved 50

NMP Strategy Session 1. Discuss your unique marketplace 2. Discuss your current business model 3. Discuss your referral partner relationships 4. Discuss specific targets in your marketplace 5. Discuss how to make more $$$ in less time 6. Discuss whether or not this if for you Send an email to: info@benefitiq.com

Are you ready to Turn Businesses, Unions and School Districts into YOUR Own Ultimate Referral Source? 1. Go to: www.benefitiq.com 2. Click on the Join Now button 3. START building your business ONE COMPANY at a time CONTACT: e-mail i n fo @ b e n e f i t i q. c o m or call 1.888.245.7433. Presenter: Scott Vinson, Affinity Marketing Expert & Founder, BenefitIQ Copyright, BenefitIQ, All Rights Reserved 52