A Revolution in Referral Marketing
Most of what you have been told about attracting referrals is incomplete, misleading, or wrong. Our unique process teaches you how to leverage the natural, human, social reasons people refer. You can get more referrals that you ever have before – without asking!Learn More
STOP ASKING FOR REFERRALS
A Revolutionary NEW Strategy for Building a Financial Service Business That Sells Itself.
“Reading this book will revolutionize how you think about growing your business” – Michael E. Kitces, MSFS, MTAX, CFP®, Partner – Pinnacle Advisory Group, blogger – Nerd’s Eye View
“…the best book on marketing in the financial planning/independent RIA world.” – Bob Veres, publisher, Inside InformationLearn More
Keynotes and Workshops
Bring these revolutionary ideas to your next meeting or conference. See the program audiences have been raving about all over the country. Give your audience an experience they will be talking about all year and ideas that will take their businesses to a whole new level.Learn More
Learn how to attract referrals or how to get more from your existing client advisory board using the most innovative new strategies from some of the most recent research available.Learn more >
FINANCIAL ADVISOR REFERRAL COACHING
Learn how to create your own referral marketing plan to bring in clients. I offer a unique coaching process that will show you how to apply all the strategies and techniques in your own business.Learn more >
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Create a free account to be able to access the resources mentioned in my book and a variety of helpful tools, presentation keynotes, additional material and more!Register Now! >
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