Referral Mastery – 20th Anniversary Specials

In appreciation for twenty (20) wonderful years of helping our clients improve their profitablitity through referral generation, we have comprised two (2) extraordinary toolkit packages that will “jump start” and.or dramatically improve your business’ growth through referral generation.

Please enjoy our 20th Anniversary Specials

Jump Start Your Referrals Toolkit

This special toolkit will get your referrals flowing quickly. Plus you save $34 by ordering them as a package. You will receive the following tools:

  • “Get 5-10 More Referrals Every Week”
  • “How to Quickly Develop an Elite Corps of Advocates Who Will Actively Promote You”
  • “How to Get Referrals When Performance Stinks”

For more information or to order please visit our 20th Anniversary Specials page.


Become a Referral Master Toolkit

For advisors who want to create dramatic growth in their business through referrals, the “Become a Referral Master” toolkit includes a treasure chest full of strategies to generate all the quality referrals you desire. This powerful package includes:

  • “Master the Referral Process: 31 Lesson Series”
  • “Attract High-Quality Referrals with Distinctive Events: How to host referral events that are fun, flawless, and profitable”

When you order these as a package, you save $51. The powerful package is only $297.

Go ahead and check out the entire program for a full month. Learn the strategies, review the scripts, examine it all. If you don’t feel the program will make your next event more effective and more profitable, just send it back undamaged and you will receive a full refund.

Plus Special Bonus: (a $500 value)
When you order the Become a Master Referral Generator Toolkit, you will also receive two 30 minute coaching sessions with a Referral Mastery® Coach which you can use to address roadblocks or craft a tailored strategy for a highly connected wealthy client.

For more information or to order please visit our 20th Anniversary Specials page.

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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

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