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Get the Referrals You Want and Deserve

  • Add $15 - 95 Million in new assets in the next 24 months
  • Generate high quality introductions every week
  • Control precisely the quality of referral you receive
  • Fast payback guarantee

You may be here because you want a quicker and smarter way to acquire quality clients or because you are disappointed with not achieving your income and growth goals. In either case, you recognize that generating more high quality introductions is the fastest and most profitable way to achieve quality growth this year - and every year for the rest of your career.

Of course, this is all easier said than done and it has gotten a lot tougher because of huge swings in the markets and the Wall Street scandals. Doing great work for clients and simply asking more often won’t generate the number of quality referrals you need. To succeed with referrals today, you need both advanced strategies and a robust system.

As you look for a more profitable way to grow your business, it’s important to first examine your current referral system. Listed below is a quick, 60-second assessment of your referral system. Read the items and record which ones you were able to answer YES to and which ones NO. What you learn may surprise you.

Referral System Components Yes No
1. Do you have a systematic and repeatable process to consistently secure referrals from your clients?
2. Do you consistently use your daily phone conversations to strategically explore client networks and uncover your best referral opportunities?
3. Do you have a clear referral objective and strategy for every meeting so you can control the quality of referral you will receive?
4. Does your referral process make your client look like a hero when they introduce you?
5. Do you provide a compelling reason for your clients to be actively involved in the introduction process?
6. Can your clients articulate specific ways you can help the people you want them to refer?
7. Do you provide a comfortable and easy way for your clients to articulate your unique capabilities?
8. Do you capitalize on those who are uniquely positioned to introduce you to DOZENS of quality prospects?
9. Do you have a clear strategy and written plan for how you will GIVE referrals to your most important referral sources?

If you answered “YES” to all nine questions, keep it up! If you have some NO’s, you have begun to identify some of the holes in your referral system that may be costing you more than you realize. For some advisors, the holes in the referral system will cost them more than $1 million dollars of net revenue over the next 5 years.

To explore ideas for raising your score, simply click here or call 800-865-2867. We’ll call you to schedule a mutually convenient time to exchange ideas.

Why do some financial advisors have extraordinary success with referrals while so many struggle?

Despite the enormous challenges in today’s market, some financial advisors are achieving dramatic success. They consistently add new target profile households – even when their clients’ portfolios are not growing rapidly.

How are they able to do it? By implementing the Referral Mastery System!

First, by utilizing the unique strategies of The Referral Mastery System, financial advisors are able to forge stronger bonds with clients that transcend the near term returns of the portfolio. Advisors learn new strategies for transforming the client/advisor relationship into one where the client becomes an advocate who actively promotes the advisor.

Second, advisors learn how to utilize strategies that make the client look like a hero when they refer someone to the advisor. This removes a major barrier that limited clients’ willingness to refer in the past.

Third, advisors learn how to reshape the referral process and make it very easy and very comfortable for the client. Once advisors incorporate these unique Referral Mastery System strategies, they know how to direct the referral process so they generate whatever number of referrals they want – whether one a week or 10 a week.

Fourth, advisors learn how to control the referral process so they get exactly the quality of referral they want AND get exactly the quality of introduction they want - so the referral results in an appointment. Advisors implementing The Referral Mastery System learn how to control the referral process much more completely than they ever thought possible.

Fifth, advisors become totally comfortable executing the referral system because their personal Referral Mastery coach works closely with each advisor to tailor the system and language to fit the advisor’s personal style. In addition, advisors work with their coach to weave the referral strategies into their current service model so the referral system fits naturally and easily into each advisor’s daily routine.

Sixth, advisors implementing The Referral Mastery System learn how to integrate the referral process into every conversation, every meeting, and every invitation in a way that clients welcome. With the appropriate positioning and touch, referral strategies can be integrated into every aspect of business. This makes the flow of referrals never-ending.

To learn more about these strategies that select advisors use to generate quicker and more profitable growth, complete the objectives form or call 800-865-2867. We will be happy to discuss these strategies and see which ones might work for you.

What do advisors say about the results they have achieved with the Referral Mastery System?

"In addition to the $65 Million dollar account that has come on board, I am working on referrals that will generate an additional $44 Million in new assets in the next 6 weeks. First year results from your system will be almost $110 in new assets. WOW!"

Will F. UBS

"Since implementing your system, I have qualified for Top of the Table for the first time in my career and become the #1 equity producer in my broker/dealer. I am attracting exactly the quality of clients with whom I wish to work – those who want to give back."

John A., Milwaukee, WS

"With your systems, I set an all time production record at Merrill for my LOS."

Robert M., Merrill Lynch

"We’ve brought in over $25 Million of new assets just in the first few months of using The Referral Mastery System."

Adam M. and Chris L., Raymond James

"My personal production is up 85% over last year. Your very first idea has consistently generated quality referrals for me."

Kurt K., Wells Fargo Advisors

"I’ve been blown away by the business walking in the door since implementing your systems. My production is up 74%. Your systems make work more enjoyable and much more profitable."

David R. John Hancock

"I shake my head in amazement when I look back on the progress I have made since implementing your system. Before working with you I was lucky to get 1 referral per month. This past month I got 40!"

Paul A, Wells Fargo Advisors

"We are so pleased with the results. Your Referral Mastery System is so comfortable and natural for both our clients and us. We are impressed with how quickly it has paid off. In the first month of implementing the system, we already have $5 Million in new assets on the books or in process. Referrals are flowing at a record pace!"

Dennis P, Merrill Lynch

"For those debating whether to start working with you now or later, I say, “DO IT NOW”. I originally questioned whether it was “the right time”. I’m very glad we went ahead. You showed us how to grow both more quickly and more efficiently."

Kris A, First Vice President, Wells Fargo Advisors

"With your systems, I set an all time production record at Merrill for my LOS."

Robert M., Merrill Lynch

Note: We will gladly connect you with our clients after your free consultation. We use only their first names here because experience has taught us that we need to protect our clients from being flooded with unscheduled inquiries.

Take the next step towards getting the referrals you want and deserve:

To find out if our Referral Mastery System fits you and your business, complete the objectives form or call 800-865-2867. We will schedule a mutually convenient time to discuss how you want the Referral Mastery System to grow your business and what type of results you can expect from our system.

What results do advisors get with the Referral Mastery System?

Advisors have utilized the Referral Mastery System to become "Number One Producers" in their companies and reach the highest levels in the industry, earning inclusion on Barron’s List of the Top 100 Brokers in the industry and spots at the Top of the Table forum. Some generate $95 million in new assets from referrals within 24 months. Across the broad range of different experience levels and different growth goals, we typically see a gain of $15-40 million in new assets from referrals within 24 months.

Since every advisor has different growth goals, we have a special payoff calculator we will be happy to send you. Just complete the objectives form or call 800-865-2867 and we will gladly walk you through it so you can calculate for yourself how much you can gain from strengthening your referral system.

Fast Pay-off Guarantee

The Referral Mastery System must payoff for you quickly or we will refund 100% of your fee. How fast? Within 90 days of fully implementing the system.

So there is no risk in investing in The Referral Mastery System – provided you are serious about growing your business. We want you to know up front, there are pre-qualifications you must meet before we accept you into the program. We will cover those pre-qualifications in your free consultation.

To find out if The Referral Mastery System fits your business and if you meet the pre-qualifications. Complete the objectives form or call 800-865-2867. We will schedule a mutually convenient time to discuss your business, how you want it to grow, and explore whether our systems are a good fit for your growth objectives.

In addition to more advanced strategies, what makes the Referral Mastery System unique?

Here is what others don’t tell you: Strategies alone are NOT the entire answer. Yes, The Referral Mastery System is the most advanced referral system in the industry. It has the most modern and most comprehensive set of strategies to generate strong introductions. And it generates the highest payoff for financial advisors than any other approach. Advisors have used the Referral Mastery System to become the "Number One Producer" in their company and have risen to the highest levels in the industry, earning inclusion on Barron’s List of the Top 100 Brokers in the industry & invitations for Top of the Table.

However, a referral system can NOT produce results for you unless it fits you and is woven tightly into your service process.

When we work with you to implement The Referral Mastery System, we tailor the system to you – your client base, your growth objectives, your service model, and your personal style. From our more than 20 years of helping advisors achieve rapid growth, we know that if the referral language doesn’t fit your personal style, you won't use it.

In addition, you won’t consistently execute a referral process unless it is customized to fit seamlessly with your other service processes. And if you fail to use effective targeting strategies, you will not generate the quality of referral you want or the strength of introduction you need to secure an appointment. That is why we work with you one-on-one to make sure the strategies, process and the language fit you and your business.

And we go further. We help you implement. We work closely with you over several months to make sure you and your team are executing the system and achieving results. We even game plan individual client meetings with you so you get exactly the referrals you are targeting that week. We will teach you how to turn 5 minutes of preparation into tens of thousands of dollars.

And we guarantee results.

Does this work for every financial advisor? No.

From 20 years of coaching advisors, we know that our systems fit for some and not for others. The coaching program is not a good fit for the following types of advisors:

  • Advisors with less than 3 years experience as an advisor
  • Those who want to add more referral strategies to their “tool bag” but are not yet ready to commit to an implementation program

If one of these describes you, a better choice is the self-study business development tools in our Productivity Store. These powerful tools allow you to “work at your own pace” as you strengthen your skills and raise your income.

Next Step:

To quickly generate more quality referrals this year, complete the objectives form or call 800-865-2867. We will schedule a mutually convenient time to discuss how you want your business to grow and whether our systems are a good fit your goals.

To start a self-study development program, examine the tools at the Productivity Store.

Submit a contact request form or call us at 800-865-2867 if you have a question or want to discuss an area in your busines you need to strengthen.

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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