About Referral Mastery
- Learn More about Mike Brizz
- Learn More about Steve Konig
- What Clients Say
- Referral Mastery Clients
- Referral Mastery Blog
Partial Client List
- A.G. Edwards
- AIG Valic
- Ameriprise
- Bank of America
- Edward Jones
- FSC Securities
- ING
- Invest
- John Hancock
- Legg Mason
- MassMutual
- Merrill Lynch
- MetLife
- Morgan Stanley
- Mutual of Omaha
- New England
- New York Life
- Northwestern Mutual
- OppenheimerFunds
- Pacific Life
- Principal Financial Group
- Prudential Insurance
- Raymond James
- Royal Alliance
- RW Baird
- Smith Barney
- SunTrust
- Sun Life
- UBS
- US Bank
- Wachovia Securities
- Wells Fargo
Clients Rave about Referral Mastery!
What some of our clients say and have accomplished since working with us
"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
"Success has come quickly. Within 24 hours of your workshop, I began to hear from advisors who applied your tools and are getting referrals. Your strategies make sense to advisors and are easy to implement."
Bob M, Wells Fargo Advisors
"On average, each producer added 11 more referrals per week. All experience levels and all offices showed dramatic improvement."
Larry B
"Outstanding! Your workshop got RAVE reviews in every city and from all experience levels. You gave excellent, practical step-by-step tools my reps can use immediately. Your message and style appeal to advisors of all experience levels."
Jan R, Royal Alliance
"Your system is the most logical and client-centered approach to referrals I have seen in the 24 years I have been in this business."
John S, Sales Manager, Smith Barney
"I learned more from you in 60 minutes than I did in 6 hours of Merrill's referral training."
Kevin B, Sales Manager, Merrill Lynch
"Our advisors were fired up by your tools and ideas. Your approach integrates the best ideas in generating referrals and building strong client relationships."
Michael K, UBS
"Thanks for doing a GREAT JOB at our MIP Conference for a special group of our top producers. The feedback has been terrific. You were a high point of the conference."
John S, Legg Mason
"In the first year of using the Referral Mastery System, we have brought in over $25 Million on new assets. We have so many referrals we no longer need to spend money on seminars."
Adam M and Chris L, R. W. Baird
"Your workshop got a very enthusiastic response. On a scale of 1-5, advisors rated the value of your information a 4.92. They loved the ideas and appreciated the enthusiasm."
Caren R, UBS
"Our top producers rated your referral workshop as the most valuable one of the entire conference. You provided a wake-up call, even to our most successful producers."
Ed A, Principal Financial
"You were a HOME RUN! I couldn't have designed a more powerful conclusion to our conference for our top agents. You delivered everything you promised and more. You had a roomful of our most successful agents in your hand from the beginning through the end."
Charlie M, AFE, State Farm
"Your workshop forced people to stop, think, and re-evaluate their behaviors and their businesses. Your session was a key highlight of the entire conference."
Bill T, Director of Training
"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
"What you provide is a MUST for advisors."
Gary M, Wells Fargo Advisors
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 business you want 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