Referrals are the lifeblood of your business. We have developed comprehensive referral development programs to get you warm, qualified leads. Get step-by-step guides on how to implement these programs. We will assist you along the way – whether it’s securing venue locations or developing custom branded invitations to promote your programs.

Learn About Amplify

Video: The Referralist


Prospect Effectively:

  • Client Events
  • Referral Development
  • And More!



The key to a successful client referral program is selecting a Client Advisory Board of model patrons. People generally associate with those similar to themselves, so your valued clients will be able to refer you to those with comparable investment potential.


Client appreciation events are the perfect way to demonstrate your clients’ value to your practice and help them connect with you on a personal level. By seeing you outside of your office in a relaxed setting, they will associate you as a colleague and will be more willing to speak highly of your business to their friends.
"Referrals accounted for 52% of my $5M in premium this year. I started doing Client Advisory Boards in June-ish, so I’ve only had two meetings with them. I’ve had 15-20 new clients because of the CAB!!"
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