A Failing Mindset…read

DO OR DO NOT…
THERE IS NO TRY

January 8, 2026
Written by Andrea Bullard

At some point, every successful advisor reaches a decision:

Am I going to hope for referrals — or am I going to master them?

Hope creates inconsistency.

Commitment to Mastery creates momentum.

The advisors who consistently win with referrals don’t treat them as:

• A last-minute thought at the end of a meeting
• A once-in-a-while initiative
• Something dependent on personality or mood

They make referrals a daily and weekly focus, built directly into how the business operates.

That level of consistency requires commitment — and structure.

When advisors decide to master referrals, three things change:

First, their mindset shifts.

Referrals become part of leadership, not an uncomfortable task.

Second, their team gets involved.

Preparation, follow-up, and accountability no longer sit on the advisor’s alone.

Third, systems are implemented.

Market research before meetings.

Tracking so nothing falls through the cracks.

Clear roles so momentum continues.

As Yoda stated in Star Wars…DO OR DO NOT. THERE IS NO TRY!

To master any skill starts with a commitment and a mindset to never stop until you have reached mastery. That is the mindset I am going to help you develop in the Referral Momentum FREE Challenge.

Inside the challenge, you’ll learn:

• How to make referrals a consistent focus — not an afterthought
• How to involve your team so referrals don’t depend on memory
• How to use market research before meetings to create an opportunity
• How to track and measure referral activity simply
• How to build confidence and consistency week after week

Referral Momentum is where commitment begins.

One Final Thought

Advisors who wait for referrals hope.
Rainmakers learn and master. 

That’s where mastery is cemented.

That’s where referrals become permanent.

Your Coach,

P.S. When referrals are built into your systems and team, they stop depending on you — and start becoming a team focus.

For advisors who want to fully implement this work — cleaning up systems, aligning their team, and locking in long-term growth — the natural next step is the Rainmaker’s Playbook.