{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/525a4e01c5c1483ca2e222913abb5259\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/525a4e01c5c1483ca2e222913abb5259-45992be5ebac6081.gif","duration":3804.697,"title":"5 Step Referral Game for Wealth","description":"This Loom outlines Oceana Global Wealth Partners’ 90 day plan and a five step system to build an advisor or team member pipeline. The presenter emphasizes creating an inventory of leads using a three to five minute referral game, then focusing on desired outcomes with weekly, monthly, and 90 day goals, rewarding progress, and taking the next step in each person’s wealth plan. They also announce a July incentive called Freedom Month that gives free living trust services to participants who help at least three new people and complete steps one through four, with specific dates including September 28 as the 90 day checkpoint. The referral game is framed as a way to generate 25 potential prospects and pair prospecting with vacation or extra income incentives, including examples of living trust referral fees and other potential referral values."}