For Financial Advisors & Sales Professionals

The Referral Mastery
Tip of the Month

Signup today and receive Five Principals For Better Referrals.

No Spam

Referral Mastery Coaching Programs

Create the income, lifestyle and client base you desire with a proven coaching program tailored to you and your goals.

"The brutal truth: Time waits for no one. Get better or get left behind."

You chose this career so you could control your destiny – create an income and lifestyle that you desire by helping people achieve important financial and life goals. As your business has grown, you’ve recognized that you need to keep upgrading your business processes to better serve your clients and better differentiate yourself from competitors.

Whether your business has leveled off or is growing rapidly, you recognize that if you want higher levels of sustainable income or a more profitable client base, you will need to once again upgrade your systems and refine your business development strategies. No business can out-produce its systems.

Over the last 20 years, we have helped thousands of advisors design smarter client acquisition strategies and implement more effective systems so they can grow more quickly and create a client base that is both fun and profitable to serve. While it has created dramatic results for many, it’s not for everybody. Let’s explore our coaching process to see if it is a good fit for you and your business.

How do I determine if coaching is a profitable step for me?

It’s an easy 1-2-3 process.
  1. Identify the goals you want to achieve and submit them to our coaches.
  2. You and a coach review your goals to determine if a coaching process is the right tool for you.
  3. If you and the coach feel the development plan is a profitable course of action, you will set a start date.
  • What do advisors say about the results they have achieved?
  • How does the individually-tailored Referral Mastery coaching process work?
  • What’s unique about the Referral Mastery coaching process?
  • What’s the guarantee?
  • What results have others achieved?

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

"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

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.

How does the individually-tailored Referral Mastery coaching process work?

When you work with a Referral Mastery Coach, you will first identify and then prioritize the critical areas where focused improvement will have a significant impact on your income. If you feel there is a strong fit between your goals and our expertise, you and your coach will develop written objectives and establish specific time lines to strengthen these vital areas of your business. This customized development plan can range from a few weeks to a year depending on the areas you wish to develop.

Your coach will then guide you through a series of assessments. You and your coach will establish regular and convenient coaching sessions in which you will learn how to leverage industry-leading strategies in order to strengthen your business in these vital areas. During each session, we will evaluate your progress to make sure your skills are rising, stronger systems are being put in place, and that you are advancing toward your goals. Coaching sessions include a combination of learning new tools, developing strategies, reviewing progress, and defining implementation steps. The period between the coaching sessions is used to apply what you have learned and make progress on high payoff projects.

Our unique coaching process easily fits into your busy schedule. We break the learning and implementation process into small “bite size” building blocks which are easy to implement. You achieve rapid success because you are able to focus on implementing one building-block at a time. This clarity of focus allows you to make steady progress without being overwhelmed. Your coaching sessions are scheduled approximately every 14 days. You don’t ever need to leave your desk. Your coach is also available between sessions to help you address new situations, resolve uncertainties, or plan an important prospect meeting.

You will also receive a learning and development library including a combination of CDs, books, learning guides, and other tools. These tools include ready-to-use templates, letters, and scripts so you can quickly and easily implement the powerful strategies you learn. Many of these tools and scripts have already been compliance approved.

When you work with your Referral Mastery coach, you will receive much more than regular coaching sessions, proven strategies, and easy-to-use tools. You will get a partner who is committed to helping you achieve your most important goals. We will challenge you to set meaningful goals and then help you develop realistic plans to accomplish them. And we will help hold you accountable to your goals and action plans.

We are here to help you implement your action plans and achieve your goals.

Some of the areas where advisors choose to work with our coaches include:

  • Generating a consistent flow of quality referrals
  • Getting more done in less time and gaining more control of your business
  • Developing clients into advocates who will actively promote you
  • Carving your niche and developing a strong position in a profitable target market that will pay off for many years

How do I get started?

The first step is to identify areas you want to strengthen. Complete and submit the objective form and let us know when and where to contact you. We will then schedule a time to review your objectives and explore options for accomplishing them. Or simply call us at 800-865-2867.

Does everyone benefit? No.

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 a fast-paced 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. If you want to significantly increase your income this year, you will want to keep reading.

What’s unique about the Referral Mastery coaching process?

Tailored to You
Your individual business situation, your experience, your personality, how you learn, and how you embrace change are unique to you. Before you can make a significant advance, you must accurately assess where you are right now – your skills, your systems, and your competitive position. Early in our work together, your coach will guide you through an assessment process. As you define your vision and growth targets, your coach will help you develop the road map and the correct sequence of steps to ensure your journey is successful.

Learn from the Best
You immediately have access to a treasure chest of the best and most profitable practices. These best practices are proven winners and have consistently propelled others to achieving top industry honors, such as Top of the Table and the prestigious Barron’s List of the Top 100 Brokers in the industry.

The Personal Touch
You are a person to us, not a click on the Web site. That is why we work with you person-to-person, one-on-one. Rather than force you to wade through a pre-packaged, impersonal series of steps, we engage you in a series of regularly scheduled, personal meetings. You get support and accountability so you can respond to unplanned distractions and unforeseen challenges. Your coach helps you stay on track so you experience that special feeling of fulfillment that comes from achieving important goals and breaking through roadblocks.

Your confidentiality is protected. You are free to candidly express your hopes and concerns since no reports are given to managers or partners or anyone else. You will receive a written confidentiality commitment.

Our Guarantee: Your investment must payoff quickly...or you get your money back!

Your success is guaranteed or your investment is returned in full. The systems you will learn and implement are proven winners. You merely have to implement them in a step-by-step process. If you follow the schedule, they must work or your fee will be returned. Remember this is for those who are serious about improving results. If you fail to show up for your sessions and refuse to use the tools, all bets are off.

Investment Levels

Each coaching program is geared to you and your objectives and may range in length from three months to a full year or more. Coaching contracts range from $2,950 - $10,000 per advisor. Your payoff will be many times that in the first year alone.

Your success is guaranteed. Your investment must at least pay for itself before we finish working or we refund your investment in full. You may pay by check or credit card. Payment schedules can be arranged. Call 800-865-2867 to find out if this is a good fit for you.

What results have others achieved?

Advisors have used this process to become the "Number One Producers" in their firms and reach the very top of the industry, earning distinctions such as inclusion on Barron’s List of Top the 100 Advisors in the industry and qualifying for the Top of the Table forum. Some of our more engaged clients have raised over $100 million in new assets within 18 months. Results vary based on your experience and the wealth of your client base. Across all experience levels, advisors typically have a net performance gain of $20-40 million in new assets from referrals within 24 months. Those who work with us to also upgrade their business processes and marketing strategies typically see a 35-50% increase in revenue in the next year.

While it is interesting to see what others have done, it is more important is to identify what YOU want to accomplish. What areas in your business and life do you want to strengthen? When you get serious about your growth, focus your development, and leverage the right resources, you can accomplish more in less time than you ever thought possible. You and your business can be operating at significantly higher levels in less than six months. If this this is something you want, fill out and submit the "Define Your Objectives" form to identify where you want to get stronger and to speak with a Referral Mastery coach.

About the Referral Mastery® System and the Center for Professional Achievement, Inc.

For more than 20 years, the Center for Professional Achievement, Inc. (CPAI) has helped financial advisors and sales professionals dramatically grow their productivity. Many of our clients have doubled and tripled their personal productivity, become the top producers in their companies, and earned inclusion on Barron’s List of the Top 100 Advisors in the industry. CPAI created the Referral Mastery® System and Referral Mastery® is a registered trademark of CPAI.

Advisors who implement the Referral Mastery System typically add $15-40 million in new assets within 24 months. Our coaches have a long history of award winning personal production and leading sales forces to record performances both in the United States and around the world. CPAI provides training for the leading companies across the financial services industry including: Merrill Lynch, UBS, Wells Fargo Advisors, A.G. Edwards, Edward Jones, Smith Barney, Raymond James, Bank of America, Ameriprise, Wachovia Securities, John Hancock, MetLife, New York Life, Mutual of Omaha, State Farm, Prudential, and Northwestern Financial Network.

Take the next step and define and submit your growth objectives.

Free 30 Minute Consultation

Get help achieving your big-payoff goals — register for a complimentary consultation today!

Free Consultation »

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