Referral Mastery Clients

Wire Houses

  • A.G. Edwards
  • Ameriprise
  • Edward Jones
  • Legg Mason
  • Merrill Lynch
  • Morgan Stanley
  • Raymond James
  • RW Baird
  • Smith Barney
  • UBS
  • Wachovia Securities


  • Bank of America
  • Sun Trust
  • US Bank
  • Wells Fargo


  • FSC Securities
  • ING
  • Invest
  • Royal Alliance
  • AIG Valic

Insurance Companies

  • John Hancock
  • MassMutual
  • MetLife
  • Mutual of Omaha
  • New England
  • New York Life
  • Northwestern Mutual
  • Principal Financial Group
  • Prudential Insurance

Mutual Fund and Annuity

  • OppenehiemerFunds
  • Pacific Life
  • Sun Life

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Client Results . . .

"While last year was a tough year for most advisors, for me it was a record year and so much more. While others advisors were playing defense, I doubled my assets. With the strategies and processes you help me put in place, I was able to re-structure my business to protect my clients and rapidly bring on new HNW clients. With your help, I was able to hit all my targets and bonuses. And I was able to reward myself with my ultimate dream come true. A new Shelby Cobra replica with a 500 hp - 428 Cobra jet engine. I feel like a 6 year old on Christmas morning! Thanks for helping make this happen.

P.S. Next I want you to guide me on how to structure my business so I can take off twice as much time. But remember, I also plan to grow my production by another 50%."

Chuck G., Wells Fargo Advisors

"Your program is the best "How To" on referrals that I've seen in my 22 years in this business."

Jim K, Branch Manager, Smith Barney

"I shake my head in amazement when I look back on my progress. When I started, I was lucky to get 1 referral per month. This past month I generated 40."

Paul A, Wells Fargo Advisors