Intensive Coaching for Financial and Insurance Professionals | Build Confidence, Improve Communication, Lead

Referral Mastery Webinar Series


Six Weeks To More And Better Referrals

This Fall Could Be Your Busiest Ever…

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Isn’t It About Time That Your Financial/Insurance Practice Got Easier?

Wouldn’t It Be Great If You Could

STOP Cold Calling
STOP Spending Hundreds Of Dollars On Mailings That Don’t Work
STOP Getting Low-Value Referrals
STOP Worrying That The Year Has Been Slower Than You Would Have Liked

And START Having The Practice You Envisioned When You Started This Career?

Top Advisors Rely Primarily On INTRODUCTIONS From Clients And Others To Accelerate The Growth Of Their Practices. Join Sandy Schussel To Learn A Proven System To Create A Steady Flow Of Quality Referrals.


“I was looking for a method of asking for and receiving referrals that was genuine, sincere, authentic, etc., without any GIMMICKS, or feeling needy or greedy. [Sandy] reassured me that I would learn that from his training program. And he was RIGHT! By far, the best referral program training I had ever heard before or since. And that includes Wayne Cotton’s $2,500+ program, Bill Cates, and countless other authors and speakers. From that point on, I’ve never hesitated to refer to him as “MY” referral coach and refer others to purchase his programs.” 

David H. Kinder, ChFC

“Sandy Schussel has mastered a process that most self-employed people struggle with – how to ask for referrals. … What’s great about his approach is that it’s completely relationship-based. It’s about connecting with your clients on a human level, understanding what they like about the services you provide and learning who else in their world might also benefit from what you have to offer.” 

~ Robert Middleton, Author and Marketing Expert

“After barely starting to use what I learned in this series, I received 2 referrals in 1 week. Since then, I’ve been getting referrals every week like never before.”

~Joanne C. White, Sr. Financial Services Representative

“I picked up 2 referrals in 1 day during the first week I started using Sandy’s system. One was a referral I asked for. The second one called me first! Great referrals keep coming and I am very excited. This really works!”

~Pete Cymbalak, Investment Advisor Representative

“This program offered some huge additions to what I already knew.  It has led me to multiple easy introductions.”

~Andy Kellogg, Financial Advisor at Raymond James

“This program is excellent—very detailed and very thorough. The ideas and the language are easy to do and say.”

~Kevin Gillespie, Financial Consultant, Author and Speaker (Ontario, CN)

“I learned so much more than I thought I would.  Sandy brought to life that how the client perceives my service would dictate whether the client would want to provide me with referrals.  I never knew how many layers of trust are involved, before a client feels that I am worthy of contacting their friends and family.  I now feel more confident and excited to ask my clients for referrals.” 

~Sonya P. Allen, Principal, The Sun Atlantic Advisory Group, Inc.


Six *Tuesdays* At 2pm EDT, Starting September 3rd

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Here’s What’s Included:

✓ 6  LIVE webinar sessions
✓ 6  interactive group coaching sessions
✓ Access to all session recordings
✓ Daily e-tips from Sandy
✓ Access to all of Sandy’s online books and audios
✓ Bonus role play session
✓ 2 private coaching session with Sandy
✓ Interaction with classmates in a FB Group[/vc_column_text][/vc_column_inner][vc_column_inner width=”1/2″][vc_column_text]

Here’s What You’ll Learn:

How To Maximize Your Referral Results

  • Get more great referrals
  • Develop a Referral Mindset to overcome your own reluctance
  • Develop your Ideal Client Profile to attract the type of clients you want
  • Enhance your referability to get introductions without even asking.

How To Ask For Referrals Without
 Being “Salesy” Or Needy

  • Be Proactive in a way that strengthens all of your relationships
  • Face Your Fears to see the opportunities right in front of you
  • Check in with clients
  • Guide the Referral Discussion
  • Navigate the “Temperature” Discussion
  • Ask Permission
  • Use LinkedIn to identify prospects & Create Connections
  • Know the formula for when to ask new clients for referrals
  • Defuse Referral Objections without Stress
  • Back Off with confidence and professionalism
  • Get REAL Introductions.

How To Turn Referrals Into Appointments–Almost Always

  • Use a Personal Introductions Book
  • Master the 4-Step Introductions Process
  • Get introduced with email
  • Contact referral prospects to set appointments that stick
  • Create Instant Trust!

How To Keep It Going & End The “Feast Or Famine” Forever

  • By the end of the first session, you’ll already be able to put what you’ve learned to work for you.


“For anyone wishing to increase the number (and more importantly, the quality) of referrals, I wholeheartedly recommend Sandy Schussel’s Referral Mastery Webinar Series. The value of this course, to me, has already far, far exceeded the course ‘buy-in’. In just 1 of the 6 sessions of the program, I was able to identify where I had been shooting myself in the foot for 30 years and, more importantly, how to remedy it.”

~Glenn Thorning, Member MDRT, Thorning Risk Management & Financial Services

“One of the best programs on referrals I’ve ever attended. It gave me a framework and a process on how to ask for referrals comfortably—and get them.  And now they just keep coming.”

~Ray Alkali, Alkalai Financial Group

“Just wanted to say ‘thanks’ to Sandy for this series. This series just got better each week!  The number and quality of my referrals has improved dramatically. Thanks so much.”

~Brad Stewart, Family First Financial Solutions

“As a result of this program, I have improved my referral approach and gained confidence in it. Where I saw true value was in uncovering all the layers of fear, making it a priority to give value first, getting their trust, and helping them fill in their gaps. This has helped get referrals flowing.”

~Hugo Espiritu, Registered Representative

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If you participate fully and you don’t increase your business from referrals by at least $10,000,
Sandy will keep working with you until you do–or until the end of the year, whichever comes first.

***Register now for only $397!***

Or, subscribe to pay $109/week for 4 weeks


Schedule a 15-minute conversation with me to talk about it.


16 Disciplines

I suppose it would have been more fun if I called them 16 “hot tubs” for advisors, or less intimidating if I called them “practices,” but after 17 years of working with and observing how the most successful advisors, it's clear that there are branches of knowledge involved. 


Practice these simple 16 disciplines daily and watch how quickly and easily your practice grows.

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