How to Turn Annual Reviews into Instant Referrals and New Business
Dear London and Kent PFS members,
As we kick off 2026 with a focused plan, we want to start the year strong. We’re hosting valuable sessions with soft skills specialist and award-winning speaker Bernie De Souza. Everyone wants to start the year fast, and these sessions will help you do just that.
How to Turn Annual Reviews into Instant Referrals and New Business: This session is a great way to conduct thorough annual reviews, uncovering opportunities to help clients and get quality referrals while adding value with the right advice.
Date: Tuesday, January 20th, 10:00 a.m. to 11:00 a.m.
Click here to join this webinar: Register for 20th January 2026
You’ll discover how to:
• Create a simple, repeatable process that turns review meetings into referral opportunities
• Ask for referrals confidently using natural, non-pushy wording
• Identify potential referral partners and understand where high-quality referrals come from
• Build solid rapport within seconds to increase client trust and willingness to recommend
• Use tone, speed and conversational triggers that make clients feel relaxed and understood
• Recognise how different client personalities influence referral behaviour
• Develop a small, effective prospecting routine to keep new business flowing
• Use social events and networking opportunities without sounding like a salesperson
• Build a referral-driven diary filled with quality leads rather than relying on cold calling
If you can’t attend live, we’ll send out recordings afterwards so you won’t miss a thing.
We look forward to helping you kick off 2026 on the right foot!