Referral Mastery 2017

Six Weeks to More and Better Referrals

Is THIS what asking for referrals feels like…

If it is, this program is for you…

Wouldn’t it be great if you could…

STOP cold calling
STOP spending hundreds of dollars on mailings that don’t work
STOP getting ‘garbage’ referrals from awkward, uncomfortable referral conversations
STOP worrying that you’re not getting in front of enough qualified referrals
And START having the business you envisioned when you started this career?
Top advisors rely primarily on INTRODUCTIONS from clients and others to accelerate the growth of their business.
Join Sandy Schussel to learn a proven system to create a steady flow of quality referrals–and watch your business grow exponentially.

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

~Joanne C. White,
Sr. Financial Advisor

“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

“This program offered some huge additions to what I already knew.
This 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 how the client perceives my service,
which would dictate if 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 Weeks of Webinar Training along with LIVE Coaching!

Here’s how it works:

Each week, beginning with your enrollment, on your own time, you’ll watch a pre-recorded webinar session that will bring you through the simple steps and easy conversations that are part of Sandy’s referral system.

Then, once each week, beginning at 2pm Eastern Time on Thursday, September 14th, you’ll sign on to the internet to participate in our LIVE Group Coaching program where Sandy will answer your questions and, if you’re willing, coach you live and role play with volunteers.

Here’s what you’ll learn:

1. 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.

2. 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.

3. 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!

4. 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.

Here’s what’s included:

✓ 6 Recorded Webinar sessions to watch at your convenience
✓ 6 LIVE online group coaching sessions
✓ Daily e-tips from Sandy
✓ Editable scripts for all conversations and helpful articles about referrals
✓ Access to all of Sandy’s online books and audios
✓ Bonus webinar session with actors role playing the scripts
✓ 1 private-access session with Sandy, one-on-one
✓ Bonus LIVE 30-day follow up session
✓ Membership in our exclusive Facebook community, The Prosperous Advisor


And here’s the best part…

The entire program is only $497


You can pay in 4 small installments of $137


If you apply the lessons in this system and don’t earn
all of your money back by the end of the program,
I’ll keep working with you until you do or refund your tuition in full. 

The program starts the week of September 10th.
To make the group coaching portion of the program as effective as possible,
we will be limiting the number of participants, so


Pay the discounted full tuition of $497:

Or pay in 4 equal automatic bi-weekly installments of $137.
The first installment will reserve your seat.

Installment Plan
Number of payments 4
Start payments At checkout
Due* Amount
At checkout $137.00 USD
Every 2 weeks (x 3) $137.00 USD
* We calculate payments from the date of checkout.
Sign up for

“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

Still not sure?

Watch Sandy’s YouTube Webinar “Triple Your Qualified Leads” or contact us with any questions.