About Referral Mastery
About Steve Konig
As a Senior Coach and featured speaker for the Referral Mastery® System, Steve Konig helps financial consultants implement systems that dramatically increase referrals and develop clients into advocates. Steve conducts workshops at regional and national conferences and his articles appear in leading industry publications across the country.
With more than 20 years of successful sales and sales management experience, Steve Konig has held a variety of influential positions, including his role as an award-winning insurance agent and sales trainer with Northwestern Financial Network. Steve has also served as the Director of Sales and Marketing for a multi-state industrial distributor and served as President and CEO of the B2B news magazine PNB Publishing.
Steve Konig is a former award-winning insurance agent and trainer with Northwestern Financial Network. Steve currently works with many companies in the financial services industry and his client list includes many successful consultants for leading companies such as: Northwestern Financial Network; LPL Financial; Lincoln Financial Group; AXA Distributors; Midland National Life; Wachovia Securities; Woodbury Financial; Ohio National Life; UBS; Merrill Lynch; Edward Jones; Multi-Financial Securities; MassMutual Financial Group; Jefferson Pilot Securities; National City Bank; and Genworth Financial; Sun Life Financial; and US Bank.
Steve and his wife Vicki have three daughters. He is a motorcycle enthusiast who enjoys refurbishing and riding vintage motorcycles.
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 need to strengthen.
Client Results . . .
"While 2009 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, Wachovia Securities