Referral Sales: Use Systems To Improve Member's Lives

The Credit Union Leadership Podcast

Get down with the system. While systems are good, over-reliance on the process could lead to poor behaviors in referral sales. In this episode we give practical tips to help you and your team focus on the behaviors of a referral sales champion rather checking off the boxes of the systems in place.

In this episode we cover:

• How to catch your team doing referral sales right
• Redirecting behaviors that reflect poor referral sales.
• What to do to get a real pulse on how your effective your referral systems are.
• 2 Effective and practical incentives for referral systems that you can start today.

Links from show:

Register for Referral Sales Champion here!

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Sign up for Vertex Live Nationwide. Click here to develop your team's leadership skills.

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