Grow a Business that Grows Itself- A Community for Advisors Who Want to Grow Their Business Without Feeling Salesy
Discover Our Innovative Strategies and Techniques That Reshape How Financial Advisors Attract Referrals
Start watching nowWatch our free workshop to learn the main reasons clients and COI’s don’t refer and what you can do to change that!
OUR FREE WORKSHOP TO LEARN MORE AND TAKE CONTROL OF YOUR FUTURE.
Discover the top 7 reasons why your clients may not be referring you and learn about the vital 5 characteristics they need to make sure they can successfully refer you! Don't miss out on the chance to grow your business and attract more clients.
It’s Time to Revolutionize Your Approach to Business Development!When it comes to growing the business you want as an advisor, we have some good news…..
the hard part is over! If you have done the work to establish a client base and relationships with Centers of Influence, you have all you need to hit every goal you have regarding growth. Growing a referral-based business has been the goal of most advisors around the world. But how can you do that without all the uncomfortable one liners and desperate approaches to talking about referrals? You have found your answer with the Advisor Development Community! We have spent more than 20 years learning exactly how to grow your business organically without ever feeling awkward or uncomfortable.
We've developed a unique process
Based on extensive interviews with actual clients of financial advisors, this resource has been carefully crafted to assist professionals in addressing the long-standing challenge of growing their business through referrals without coming across as desperate or resorting to aggressive sales tactics. The aim is to provide practical strategies that enable professionals to comfortably and professionally expand their client base without compromising their integrity.
The traditional approach in the financial industry has been to instruct advisors to rely on high-pressure sales tactics and one-liners to generate referrals, often creating discomfort for both the advisors and their clients. However, contemporary advisors are focused on creating an environment where clients don't feel pressured to refer and where advisors don't come across as desperate or self-serving. Despite this shift, passively waiting for referrals is not a dependable or effective strategy. This is where the Advisor Development Community comes in, offering a proactive and supportive environment for advisors looking to cultivate a sustainable and predictable referral stream.
Consider This…
Everything we have developed and taught was learned through 20 years of interviews with the actual clients of advisors to learn how they want to be approached about referrals… if at all! We’ve learned when clients refer, and how they refer, and we know the exact conversations to have with clients to make sure they do it often and effectivelyAll without ever putting an advisor in a position to sound needy or unprofessional. We have spent two decades studying the psychology of referring from the client’s perspective. The results of our interviews have taught us that you have no shortage of clients who are willing to refer, or even trying to refer. What you have is a shortage of clients who are effective at doing it. Our process will show you how to take clients from willing to capable, resulting in your clients becoming much more consistent at sending you additional quality referrals.
“Most advisors want their best clients and COI’s to refer more quality prospects. The challenge is that most of the training around business development in the advisory space is too salesy and was developed when the industry was transactional. We have developed systems and processes to help advisors leverage their current relationships with clients and COI’s to receive significantly more and higher quality referrals without ever putting the advisor in the position to feel unprofessional and desperate.”
— Dan Allison
Referral Product
Referral Product
Our Referral Training Product is a compilation of training videos, templates, and scripts and guides to help you understand what we have learned over the past two decades in the finance industry learning from your clients and COIs. The results of using the concepts will lead you to more and better referrals without ever feeling like a salesperson, and without making your clients and COIs feel uncomfortable.
Through learning these strategies, you will gain the following results:
Much deeper and more loyal client and COI relationships
A constant stream of feedback from your most valuable relationships to continually improve their experience making it a referral worthy experience
More consistent referral activity
Higher quality referrals
Creating great advocates from the very beginning of the client relationship
Start watching nowWatch our free workshop to learn the main reasons clients and COI’s don’t refer and what you can do to change that!
OUR FREE WORKSHOP TO LEARN MORE AND TAKE CONTROL OF YOUR FUTURE.
Discover the top 7 reasons why your clients may not be referring you and learn about the vital 5 characteristics they need to make sure they can successfully refer you! Don't miss out on the chance to grow your business and attract more clients.
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Confidence and Professionalism
Let’s face it: talking about referrals has always felt awkward. Advisors’ clients are entrusting them with all that they hope they can accomplish in their financial life. The last thing advisors want is to appear unprofessional and desperate. Working with us instills advisors with a newfound sense of confidence and professionalism when it comes to discussing referrals. Our approach equips them with the skills and strategies needed to navigate these conversations with ease. Whether you are newer to the advisory industry or a seasoned veteran, our strategies will help you know exactly what to say and when to say it to earn more business while maintaining the level of professionalism warranted by the advice you provide without ever having to feel uncomfortable.
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Time and Resource Efficiency
Many advisors look to coaching firms to help them with business development. The result often gives advisors processes and systems that disrupt their current way of doing business, taking up significant time and resources.
The result is often money wasted as advisors don’t want to complicate their current systems. Our methods not only enhance results but also save time and resources. Clients will discover that our approach streamlines their referral processes, allowing them to achieve better outcomes in a more efficient manner. This efficiency is beneficial to all advisors, ensuring they make the most of their efforts and resources while focusing on what matters most: serving their current clients while growing their advisory business. -
Community of Support & Learning
Being an advisor can be a lonely business. While many advisors attend study groups and conferences to learn best practices, most of their time is spent alone, focusing on serving clients. What if you had a community of like-minded advisors sharing the best
practices and ideas daily?
When advisors partner with us, they become part of a vibrant community of like-minded professionals—gaining access to ongoing support, resources, and a network of peers who share their goals. This community aspect fosters continuous learning, collaboration, and growth, providing clients with an invaluable support system throughout their advisory journey.
Unlock Professional Referral Conversations and Attract Significantly More Profitable Clients in 3 Simple Steps.
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Elevate Your Confidence:
Most advisors know they need a strategy for business development and earning referrals. Success is within your reach! As a Financial Advisor, you possess unique skills and values—ones that prioritize serving clients with the highest standards. We are here to guide you in confidently discussing referrals and help you become a trusted advisor who excels in client conversations. Along the way, join a supportive community of like-minded financial advisors.
02
Modern Growth Strategies:
No more outdated referral tactics that make you sound like a used car salesman. We have invested countless hours learning what doesn't work anymore. Instead, we teach you strategies that bring significantly more referrals and more profitable clients. For 20 years, these strategies have helped successful advisors around the world gain confidence and comfort by giving them a better understanding of exactly what clients need to refer and how they’d like to foster a relationship built on trust while helping people who are important to them.
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Enjoy Referrals and Increased Profits:
What if you knew that you were referred to many new prospects last year that you were never able to meet and that all the referrals needed to reach your goals were already happening? Our research has shown that a high majority of clients are willing to refer. More importantly, between 35-50% of clients believe they DID refer at least one new client to their advisor last year. The problem is the advisor did not meet or even know about most of them. We help you engage your clients in conversations to rope in the referrals that they are already trying to make so that you can help more people and earn more revenue without spending more time.
Revolutionize Your ReferralsDan Allison's A Global Authority on Referrals
Dan Allison is a successful entrepreneur with a background in clinical and behavioral psychology. At the age of 23, he co-founded his first company, which became a thriving business with more than 70 locations employing hundreds of people. After selling his company, Dan turned to financial services and discovered that the industry struggled with referrals. Instead of using traditional sales approaches, Dan conducted interviews with affluent clients to understand why they referred and what motivated them to do so.
With over two decades of experience, Dan stands as a global authority on the topic of referrals. His unique and comfortable approach has earned him accolades in all 50 states and on six continents. More importantly, Dan practices what he preaches—his success is a product of referrals, proving the efficacy of his strategies. Through 20 years of research, he discovered that clients are willing to refer their advisors, but many lack the necessary characteristics to do so effectively.
Dan has shared his insights with financial advisors across the world, earning high praise for his professional approach to unlocking referrals. If you're looking for a speaker to help streamline your referral process and grow your business, Dan Allison is the leading expert on the subject.
