You can get great introductions from your best clients through discussions with them, without feeling awkward or uncomfortable or making them feel that way.

The old-school  methods of asking for referrals, “Who do you know that…?”  or “I get paid in two ways…”, or “You’ll never get a bill from me…” were smarmy, outdated, uncomfortable, and yes, sometimes damaging to your client relationships.

Most advisors choose just not to have a conversation about friends and family at all. Even some of the so-called gurus tell them not to. So they wait…sometimes forever…and instead, drop little hints about being open to introductions, until their best clients voluntarily bring someone up.

For over 20 years, I’ve been teaching financial and insurance professionals how to use a simple, sincere, and highly effective Introductions Conversation System—and it works.It’s helped hundreds of advisors double (even triple) their qualified leads, and dramatically boost their income.

Here’s what you’ll learn:

✅ How to change the way you think about introductions, so that it’s easy to have a conversation with your best clients
✅ How to “engage” your best clients so they actually want to introduce you to the people they care about most
✅ A simple 10-step system to make the whole process easy and comfortable

Most importantly, you’ll have the tools you need to begin doubling–even tripling your qualified leads starting immediately.

No pressure. No gimmicks. Just real conversations that lead to great introductions.

🎯 And now, I’m giving away one of my full “Triple Your Qualified Leads” masterclasses—on demand and 100% free—for any advisor ready to grow their business the smarter way.

Inside this no-fluff, high-impact session, you’ll get the complete 10-step system you can start using immediately to generate better, easier introductions from clients you already love working with.

✅ Instant access—no waiting
✅ No awkward scripts-just real talk that gets real results