Critical Mistakes that Stop You from Getting More Referrals
Critical Mistakes that Stop You from Getting More Referrals
It’s not your fault & you can quickly change
With the New Strategies and Mindset
Written by Andrea Bullard
October 31, 2025
Are You Using “Canned” Referral Language?
Let’s be honest—many Financial Advisors dread asking for referrals.
Maybe you’ve tried scripts that feel canned and unnatural.
Maybe you’ve practiced lines that sound too “salesy.”
Or maybe you’ve stopped asking altogether because it just feels uncomfortable.
You’re not alone—and more importantly, this can be fixed.
After coaching hundreds of Financial Advisors across the country, I’ve learned that referral success isn’t about memorizing clever phrases. It’s about building confidence, clarity, and connection. The right approach feels authentic, not forced. And when you master it, referrals stop being awkward—and start becoming natural, consistent, and qualified.
Your Language & Trust Skills: Are you using outdated language?
If you’re still using the same referral language you learned years ago, it’s probably holding you back. Clients can feel when you’re using memorized lines—they may respond politely, but they rarely take action.
Today’s clients are more sophisticated and relationship-driven than ever before. They want to feel your mission, not just hear your words. They want to trust you and know you care. When your relationship and language comes from your heart—when it reflects who you truly are and why you do what you do—it resonates. That’s when clients are proud to introduce you to the people they care about most.
Your Market and System: Do you have a Referral Market Research System that clearly defines who you want to meet?
Most Advisors say they want referrals, but haven’t defined their markets and who they actually want to meet. They go into meetings and ask…Who do you know that needs my help? And that question may lead you to “let me think about it” or I don’t know anyone.
When you don’t have clarity, you’ll keep getting referred to people who can’t afford your services or don’t fit your model. But when you know your ideal prospect—wealthy families, business owners, and/or executives, and have a Referral Market Research System that defines these individuals, then you can target and ask for them.
Imagine being referred directly to the exact type of person you want to serve. That’s not luck—that’s strategy.
Your Mindset: Do you believe you are bad at asking for referrals
So many Advisors tell me, “I’m just not good at asking for referrals.” I always smile when I hear that—because it’s simply not true.
You’re not bad at it; you’ve just never decided to “master the skill,” and you have no Referral System.
I remember telling one of my clients, who was a one handicap golfer, that I was not good at golf. He then asked me how many hours per week I practiced. I laughed and told him maybe one hour per month. He then proceeded to tell me that I needed to go to the golf range for 2 hours per day if I wanted to master this skill. And I knew he was right.
Referral mastery is a learned skill, just like my golf—and like any high-performance skill, it requires the right coaching, tools, and practice. Once you learn how to shift your language, your mindset, and your system, everything changes.
The Referral Mastery Lab: Where It All Comes Together
In the Referral Mastery Lab, you’ll discover:
- How to replace canned scripts with authentic, heart-based language that builds trust.
- How to identify your ideal referrals and easily guide clients to introduce you to them.
- The strategies top Advisors use to consistently receive high-quality introductions.
- The mindset shifts that transform referral discomfort into genuine confidence.
This isn’t theory—it’s proven.
90% of my clients had their best year ever last year, with increased revenue, more time freedom, and stronger client relationships. Many are now listed among the Top 250 Financial Security Professionals in Forbes.
It’s Time to Stop Torturing Yourself
Stop believing you’re “bad” at referrals.
Stop repeating outdated scripts that don’t feel like you.
And stop missing opportunities to serve the kind of clients you’re meant to help.
You can absolutely become great at referrals—with the right coaching, the right system, and the right mindset.
Join the Referral Mastery Lab—and learn the strategies that will take your referrals, your confidence, and your business to the next level.
Remember, magic happens when you take action!
Your coach,
I am inviting you to join me…
REFERRAL MASTERY LAB
Wednesday, Nov. 5 @ 12-1:30 pm EST
Ready to Turn Referrals into a Daily Flow of New Business?
If you’ve struggled with referrals,
If you’ve ever thought you’re “just not good at asking”,
If you’re tired of feeling awkward, pushy, or inconsistent when it comes to getting introductions—
Then it’s time to master the skill that transforms your entire business.
Join me for a powerful, hands-on coaching session:
Wednesday, Nov. 5 | 12-1:30 PM EST
Referral Mastery Lab
This isn’t another “referral tips” class.
This is a transformation lab designed to help you:
- Reignite your passion and mission so clients want to refer you.
- Develop your own authentic referral language that feels natural, never “salesy.”
- Eliminate the fear and hesitation around asking for referrals.
- Confidently handle every objection with ease and professionalism.
- Turn your process into an ATM for referrals using my proven Market Research Kits©.
- Send the exact email that gets referrals scheduled—immediately.
Imagine this…
Instead of wondering where your next client will come from,
You wake up to a full calendar—referrals arriving daily from happy clients and centers of influence.
You no longer chase. You attract.
You don’t “ask.” You inspire.
And your business begins to multiply—predictably, sustainably, and with ease.
Magic Happens when you TAKE ACTION!
Spaces are limited—and the advisors who take action now will be the ones celebrating results within weeks.
Because successful people don’t wait for opportunities…
They create them.
See you at the top,
Your Coach,
