How One Mindset Can Instantly Make You More Referrable
The Power of Purpose…
Where is Your North Star?
Written by Andrea Bullard
October 23, 2025
Let’s face it—being a Financial Advisor isn’t for the faint of heart. You face rejection, delays, and sometimes complete silence after what seemed like a great meeting.
But here’s something most advisors overlook:
The most referable advisors are the ones who lead with mission, not mechanics. They understand the power of the human connection and truly caring about people. It’s not just about the plan.
My Question for You:
What impact does your work have on just one client—and what happens if they don’t work with you or someone like you?
When you connect to that answer, everything changes. You realize you’re not just selling insurance or investments—you’re helping families send kids to college, retire without fear, and live with peace of mind.
When your purpose shows up in every conversation, both clients and prospects will feel it.
And when they feel it—they trust you, remember you, and refer you.
You might find this interesting but simple shifts in your mindset and focus of your meetings will dramatically impact your ability to get referrals. But you need to understand the shifts and how to change.
These mindset shifts regarding your purpose are critical components to getting more referrals. Your prospects and clients need to know you CARE ABOUT THEM AND THEIR FAMILY. This is not about the plan or your knowledge or the fact that you have a CFP. It is about your relationship and truly caring about people.
Your Coach,
PS: If you’re ready to make this shift—and build a system that makes referrals flow naturally—then don’t miss the Referral Mastery Lab on Wed., November 5 @ noon EST. Sign up below.
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,
