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


Would 2 more introductions a week change your business?

2022 Could Be Your Best Ever…

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

According to a recent study, 80% of appointments made through INTRODUCTIONS, result in sales.

Wouldn’t It Be Great If You Could

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

And instead…

START Bringing In Two Or More New, Qualified Clients Every Week,
START Using A System That Generates New Business Without Cost Or Stress,
START Getting The Kinds of Clients You Want Most, and
START Having A Flow of New Business You Can Rely On Year In and Year Out?

Top Advisors Rely Primarily On INTRODUCTIONS From Clients And Others To Accelerate The Growth Of Their Practices.

Would Having A Proven System To Bring You Two New Clients A Week Change Your Business?

Join Sandy Schussel To Learn A 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 1pm EST, Starting January 11th, 2022

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Here’s What’s Included:

✓ 6  LIVE Zoom Workshop sessions
✓ 6  interactive Zoom group coaching sessions
✓ Access to all session recordings
✓ Daily e-tips from Sandy
✓ Access to all of Sandy’s online books and audios
✓ A 60-90 minute private coaching session with Sandy




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Here’s What You’ll Learn:

Deep Dive into Developing a Referral Mindset

  • Learn how the way you’re thinking about referrals is what’s really holding you back. Then, work with Sandy to change your thinking, allowing you to discuss getting introductions with amazing confidence.
  • Face your fears to see the opportunities right in front of you.

Maximize Your Client Referral Results

  • Learn Sandy’s complete 10-Step System for getting client referrals in easy, comfortable conversations
  • Master a referral discussion that is NEVER Salesy or Needy
  • Handle NOs in a way that often turns them around 
  • Develop your Ideal Client Profile to attract the type of clients you want
  • How to use Facebook and LinkedIn to improve the number and quality of introductions you receive.
  • Start conversations with referrals that enhance your ability to get appointments with them

How To Network in a Way That Brings You More Referrals from COIs

  • How to find the best referral sources
  • How to make sure they want to introduce you to their clients

How To Make Yourself Incredibly Referrable

  • The two activities that will get your clients and others referring people to you automatically–without needing to ask.
  • How to Systemize your activities so that your business grows through referrals alone.

How to use Social Media to support your referral system


“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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