Asking for Referrals…You feel like a salesman…Help!

How to Avoid Feeling Like
The “Sleezy Snake Oil Salesman”

January 6, 2026
Written by Andrea Bullard

I want to share something I see happen again and again with Financial Advisors.

They don’t come to me struggling.
They come to me stuck at a ceiling.

They’re good at what they do.
They work hard and impact people’s lives.
They care deeply about their clients.

But referrals feel inconsistent — or worse, awkward and random.

One advisor I worked with was producing solid income but felt chained to his business. Referrals came only when he was “on” or when he felt like he was going to starve.  And growth depended entirely on his ability to get new “A” clients.  Can you relate?

Once we shifted how he thought about referrals, the language he used, and created systems and his team behind it — everything changed.

Referrals became intentional and a team effort.

Clients wanted to introduce him due to his enhanced systems and client experience.

His business stopped the income roller coaster ride, and he embraced his mission.

Over time, his revenue grew dramatically — but more importantly, his freedom did too.

And here’s the part I want you to hear:

That shift didn’t come from working harder.

It came from his commitment to mastering his mindset and one system:  The Referral Skill System— referrals asked and received due to impact, client experience, and a mission to make a difference in the world.

This is why I created the Referral Momentum FREE Challenge.

Not to overwhelm you.

Not to add more to your plate.

But to help you experience what happens when referrals become:

• Natural
• Consistent and Predictable
• Help you create “Raving Fans” as opposed to chasing client referrals.

If referrals have ever felt forced, random, or uncomfortable, this challenge will reset how you approach them.

• Reignite referrals in a way that feels natural and professional
• Sharpen your language so clients want to introduce you
• Build simple tracking and systems so referrals stop being random
• Reset your mindset, so you stop relying on hope and start creating predictability

Sometimes, one skill mastered changes everything.

Your Coach,

P.S. The advisors who get the biggest results are the ones who decide to stop hoping for referrals — and start leading them. Magic happens when you take action.