brian@referrals-for-ifa.com

Ultimate Financial Consultant - Referral Structure

(Self-Pace Version)

Referrals Follow Structure

What's Included? -
This is the exact referral structure shown during the workshop.

11 short lessons -
You can do at your own pace

Each lesson shows:

Exact referral conversations
How to structure the start of client meetings
Referral positioning and language
The 2 Powerful Referral tools
Step-by-step implementation modules
Access in your own time

11 short lessons - You can do at your own pace
Each lesson shows:
Exact referral conversations
How to structure the start of client meetings
Referral positioning and language
The 2 Powerful Referral tools
Step-by-step implementation modules
Access in your own time

Built for advisors who want to start applying the structure immediately, but can’t attend the live sessions.

Start Getting Referrals Today

Instant Access

Modules + Videos Sessions

Trusted By Over 5,000 Consultants

Inside The 11-Part Referral System

The $93,000 Client

A single client is worth $93,000 The chain starts the moment they say yes.
Master referrals → master your income

Existing Clients

What Are We Trying to Achieve
Clients Who Will Refer But Haven’t Yet
Clients Who Are Reluctant to Refer
How Long Is a Meeting Actually

New Clients

What Are We Trying to Achieve
Start of the First Meeting
End of the First Meeting
The Mini Crystal Ball

Implementation

Workshop Participant Access

Workshop Participants: $497

If you later decide you want live implementation support, you’ll already have the structure in place.

Offer available for 48 hours

Start Using The System Today

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