Secrets: How to Build a Referral Generating Staff

Secrets: How to Build a Referral Generating Staff

April 9, 2024


I hope this message finds you well. I am writing to share an exciting opportunity that could revolutionize your business and pave the way for the prospecting team you’ve always dreamed of.

It is very exciting to think about building a prospecting team with Lead Advisors and staff who generate referrals every month. For many Financial Advisors, it is their dream business model. But for too many it is not happening…their Lead Advisors and staff are not generating referrals.


The good news is that there are seven critical steps that can make all the difference in attracting, developing, and maintaining a high-performing prospecting team. These steps are the key to success, and without them, the probability of achieving your desired outcomes is significantly lower.


I am thrilled to announce that I will be revealing these indispensable steps in the Turn-Key Business Accelerator Bootcamp scheduled for April 12 at 11 am EST. This session is designed to transform your business and guide you in creating the prospecting concierge team that many of you desire. By joining this bootcamp, you can bypass years of trial and error, avoiding frustration and accelerating your path to success.



Friday, April 12 @ 11am EST


In this exclusive session, you’ll gain insights into:


  How to build your business model so you do the one thing you love to do…just see people.


  The specific “invisible” blindspots that are stealing your time and costing your money.


  How to attract, hire, and train top “A” high-performing staff to join your business.


  The current business models that will keep you stuck and broke.


  How to get your staff to take “ownership” of the business and goals.


  Turn-Key Systems for Scaling: Implement the necessary systems to scale your practice successfully.


  Prospecting Concierge Team: Acquire insights into hiring and building an effective Prospecting Concierge Team.


  How to create a Raving Fans Client Experience that includes every staff person.


  How to stop the roller-coaster of overwhelm in your business once and for all and finally start enjoying the fruits of your hard work.


  And, how to avoid the one FATAL FLAW that will stop you from building the business of your dreams.


I understand that building a business and hiring staff is not easy.


I understand that you did NOT get into this business to manage people.


But I do know that when you know who to hire…how to hire…and how to lead a staff that will get referrals and give concierge service to your clients, YOUR LIFE WILL CHANGE.


During the bootcamp, I will give you the strategies, systems, and secrets to building your business without you spending years of trial and error. You deserve a successful and fulfilling business, and I am committed to helping you achieve it.


Don’t miss out on this opportunity to transform your financial advisory practice. Reserve your spot today and take the first step toward building the business of your dreams.


Your coach,

Friday, April 12 @ 11am EST


My Free Gift to You:

Referrals are a crucial skill that every Financial Advisor must master to grow his/her business.

Here is a free gift that will help you gather more and better referrals.  Just click the link to download my gift to you:

Click here to Download Your Free Gift


Andrea Bullard