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


 …And Thanks. You’re on your way to  Referral Mastery.


Click here to get to the Referral Mastery Infocenter.  When you do, Bookmark the page so you can get back to it.  You’ll need the password for the Infocenter, which for you is MASTERY. (case-sensitive-make sure you use all caps). Note the password down somewhere safe.

(Everything you’ll need is in the Infocenter: All documents to download for each session and links to the six recordings–PLUS a bonus session where all of the concepts are role-played. 

If you’re not already a member of our Facebook Group, The Prosperous Advisor, join the group.

And, if you lose your way or have any problems with the material or the technology, contact me at

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