Stop Asking for Referrals—Start Getting Them Every Week

Discover the system that turns your best clients into your biggest promoters—without asking.

Referrals are the lifeblood of every successful RIA. But let’s face it: asking for referrals can feel awkward, pushy, and, more often than not, it doesn’t work.

What if you could flip the script?

What if your top 50 clients wanted to promote your practice every week—without you even asking?

On Wednesday, January 15th at 12PM Eastern, we’re hosting a free lunch and learn to reveal the Client Spotlight Series Framework, a proven system that transforms your best clients into your most enthusiastic promoters, week after week, 50 weeks a year.

You’ll learn:

• How to feature your top clients in a way that makes them excited to share your brand.

• Why traditional referral methods fail—and what works instead.

• The exact steps to set this system up and running in your practice within 90 days.

If you’re ready to grow your practice with a steady stream of high-quality referrals—without awkward asks—reserve your spot today:

Click Here to Register Now

We will only deliver lunch to your door for the first 30 RIA’s who register, so don’t wait (look for your lunch instructions in the zoom confirmation email).