
brian@referrals-for-ifa.com
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Trusted By Over 5,000 Consultants

What You'll Discover in This Course

You'll convert more prospects into paying clients by creating five-star first impressions that establish trust and authority before you even sit down to talk business

You'll close sales within the first three minutes using a proven six-question framework that puts client needs first and eliminates lengthy presentations

Your clients will feel genuinely important and valued through luxury hospitality standards that make them eager to work with you and recommend you to their network

Your meeting conversion rates will increase dramatically as you control every aspect of the client experience from arrival to departure using psychology-based protocols

Authority is established before you speak
The meeting feels different from the first second
Clients immediately sense leadership
Outcome: You enter already in control.

Full attention without asking for it
No distractions
No split focus
Outcome: Clients listen properly and stay present.

Conversations feel easy, not tense
Clients relax naturally
Resistance never takes hold
Outcome: Smoother conversations.

Clients feel looked after, not processed
The meeting feels intentional
You move out of commodity territory
Outcome: Higher perceived value and trust.

Make a sale in three minutes at the start of a new meeting
High performers convert early
One shift that changes the entire dynamic of your business
Outcome: More sales, more often, less effort.

The experience starts before the meeting
Friction disappears
Everything feels seamless
Outcome: More sales, more often, less effort.
Most advisors lose authority before the meeting even starts
Once that happens, everything becomes harder than it needs to be
Elite advisors remove this problem before the first question is asked.
Result: The conversation starts from strength, not recovery.
Result: The conversation starts from strength, not recovery.
High performers never fight for focus they avoid the fight
altogether.
Attention decides who leads a conversationDistraction weakens outcomes long before advice is given
Result: Clients are present, engaged, and thinking clearly.
Result: The conversation starts from strength, not recovery.
Resistance is usually created, not expressed
Most objections come from invisible tension
Remove the tension, and objections often disappear.
Result: More openness.
Clients judge value long before pricing is discussed
Experience builds trust faster than explanation
Premium positioning is felt, not claimed.
Result: Higher perceived value without justification.
Make a sale in three minutes at the start of a new meeting
High performers convert early
One shift that changes the entire dynamic of your business.
Result: More sales, more often, less effort.
Small friction creates big resistance
Smooth experiences lower decision fatigue
Exceptional advisors control the full journey, not just the meeting.
Result: Clients arrive ready, relaxed, and receptive.
Don’t Take My Word For It –
Listen To What Others Have To Say

"I have been working with Brian for just over a week, as a direct result of Brian's strategies I got referrals from every client meeting the very next week. The impact was immediate".
Julian Unsworth
VP - Wealth Management

"I have been working with Brian for just over 1 month now, and I have got 96 referrals on my first attempt"
Danny Quinn
Senior Partner - Wealth Management

"He does what it says on the tin and it works."
Ian Cottrill
Mortage Broker

"Feel proud of yourself for creating a referral machine in the I.O.M"
Julie Owen
Co-Owner - Wealth Management

“When I started working with Brian, I used a cold caller, bought lists, spent time managing the cold caller. I got hardly any referrals, a handful of year, I didn’t know how to ask. Since working with Brian, I earned more in 12 weeks than I did in the previous 12 months. I just had my biggest year ever only to work with referrals, no cold caller needed.
THE FOLLOWING YEAR I CROSSED
THE 7-FIGURE MARK!
James P
Managing Partner - Wealth Management

“I’ve always had problems asking for and getting referrals. Brian showed me how to break through. I get qualified referrals and many clients call them while I am in the meeting. FOUR YEARS LATER USING EXACTLY THE SAME PROCESS, I HAVE 8 QUALIFIED REFERRALS SITTING ON MY DESK FOR NEXT WEEK!
Mark Swann
Senior Partner - Wealth Management
35 Year Veteran, Top IFA owner in new york achieved top of the table in the million dollar round table in 2021, the height of covid by mastering qualified referrals!
TIM
Got 96 referrals from 38 clients within weeks! Converted just 7 of those so far the following month, for a net commission of £45,000!
DANNY
Already a very successful millionaire, Sai also struggled to get referrals. After being coached, Sai got 27 from his first 30 tries.
SAI
'I have worked all over the world and even though I am very experienced, I reached out to Brian online and my business turned around in 3 weeks! This is the best training I have ever seen!'
BRIAN
Two months after starting work with Brian, I've had my best ever 2 months, doubling my income to $60,000 a month net!
On target for $1MILLION a year!
AMAN
'What a game changer!'
I have many clients with $Million portfolios that I serviced religiously for several years unable to get referrals. One session with Brian and I got 2 qualified referrals, the very next client review meeting! Revolutioned my business!'
BARRY
I always struggled to get referrals which held my business and income back. 12 weeks of working with Brian and I picked up my first ever $100,000 MONTHLY CHEQUE!
MATT
I have been an advisor for 16 years, and recently everything seemed to be stagnating and I couldn't figure out why. I reached out to Brian and things changed for the better, very very quickly. I would strongly recommened any advisor reach out to Brian. It will be the best thing you ever did for your career.
IVOR
'I am a new advisor of 3 weeks. I started working with Brian. My first meetings, I presented exactly as Brian explained and got 3 sales. Still under compliance observation, the officer said what a unique way of presenting he had never seen before!'
LUKE
Invest in Your Elite Sales Future
What You're Getting
Module 1: The Arrival Protocol $697
Module 2: The Focus Room $747
Module 3: The Relationship Seat $597
Module 4: The Silver Service Standard $897
Module 5: Make a Sale in 3 Minutes with 6 Questions $997
Module 6: The Rolls-Royce Rule (Bonus Module) $550
Value Comparison
Private Sales Coach (3 months) $15000
Dale Carnegie Sales Training Program $2495
One-on-one Sales Mentorship (12 sessions) $8500
Sandler Sales Training Certification $3200
Executive Business Coaching (6 months) $18000
The regular price of this comprehensive program is $4,485, but for a limited time only you can join Million Dollar Selling for just $197 ONLY.
If you aren't completely thrilled with the results after 30 days, simply get your money back - no questions asked with our 3-Minute Win Guarantee!
I promise you:
"You’ll either be very very glad you did,
or very very sad you didn’t!"
Don’t put this off… you’re worth it!
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brian@referrals-for-ifa.com