Free Stuff

How To Get a Steady Flow of Profitable Referrals

I will show you how to spend less time marketing and prospecting because you’re getting a steady flow of profitable clients. Find out how to use the referral systems used by top producers. You’ll leave this webinar with practical new strategies and actions you can use right away.

Join me for this FREE content-rich webinar and discover

  • The most powerful step-by-step formula for creating a referral-based practice. Other top producing financial advisors are using this every day and you can too.
  • What doesn’t work to get referrals.
  • What referral tactics to avoid because they may actually harm your relationships.
  • Exactly what to do instead that will get you ideal referrals and improve your relationships.
  • One simple thing you can do to dramatically increase referrals.
  • Is fear of rejection or lack of confidence stopping you from asking for referrals? I’ll show you a simple fear-busting technique you can use immediately. You’ll feel much more relaxed and authentic when having referral discussions with your clients and centers of influence
  • Get most, if not all, your new business from referrals.


Niche secrets: how to attract high net worth, loyal, referring clients

You will learn how top producers have used this totally new, easy approach, to find a cash rich niche that attracts more profitable clients.

This will turn everything you thought you knew about finding a niche upside down.

I’m revealing a brand-new way of getting a cash rich niche to double, triple or even 10X your assets. I’ll show you step-by-step exactly how to:

  • Easily find a niche that’s right for you, if you don’t already have one.
  • Evaluate how good is your niche, if you have one.
  • Improve your niche and make it more lucrative.
  • Reveal a little-known secret that may shock you.

I’m giving away two valuable attendance prizes.

You will leave knowing exactly what to do to start attracting more high net worth clients now. And without all the fear and pain that goes with traditional niche finding methods.

Why Have a Niche?

  • When you can provide specific solutions for a defined target market, you are more valuable and can charge more.
  • When you can paint a clear picture of who you help, it’s easier for clients to refer to you.
  • CPAs and estate planning attorneys will be attracted to you when you can explain the specific solutions you provide for your clients. You’ll form lucrative alliances.