You Deserve More Introductions

I believe hard work should be recognized and rewarded

That's why I developed Referral Essentials, an eight-module course for financial advisors to create a process that can't miss. Each of the (12) lessons gets you closer to your goal: making sales.

Too busy? Referral Essentials is 100% online and self-paced, so you can complete it in about two hours or take your time.

Searching for referrals? We found them. Here’s a couple of the challenges we’ll solve together, with just how we’ll do that:

  • Confusion: Some clients and influencers are not referring because they’re unsure if you want referrals or who you prefer to help, or they can’t easily explain what you do.

  • Answer: We'll help you craft memorable stories for authentic, repeatable conversations with clients and influencers.

  • Disconnects: Other clients and influencers are referring, but their referrals aren't connecting with you. This happens with up to 90% of referrals.

  • Answer: We'll discuss modern ways that clients and influencers can reach out to you when they have a referral.

Is this referral course for you?

It's not for all financial advisors. Ask yourself ...

  • Am I referable?

    Yes, we receive referrals, but want more. Some clients and influencers are happy but don't refer.

  • Serious about growth?

    Yes, we need growth. Introductions from clients and influencers are critical to our strategic plan.

  • Open to new ideas?

    Yes, we have open-minds, are committed, and will be accountable as we develop a new referral process.

8 Modules : 12 Lessons : 5 Bonuses

Lessons + Videos + Coaching Calls + Email Support

Each step puts you closer to more sales. Learn everything you need to get more referrals from clients and influencers—all online and in a step-by-step, self-paced, format.

[Note from Kevin, Instructor]

Years ago, I created a referral process for my own use and then shared it with consulting clients. It’s now the foundation of our referral software and the basis of this online course.

Referral Essentials is clear and actionable

When you've finished the 12 lessons, you'll know exactly what to do—and how to do it.

  • PHASE ONE: BUILD A BASE
    Lesson One: Where to Look
    Lesson Two: How Referrals Happen

  • PHASE TWO: CREATE A MEMORABLE STORY
    Lesson Three: What Value to Provide
    Lesson Four: Who Your Ideal Clients Are
    Lesson Five: How to Share Stories

  • PHASE THREE: CONNECT FASTER
    Lesson Six: Disconnects
    Lesson Seven: How to Connect
    Lesson Eight: Faster Introductions

  • PHASE FOUR: SELL SO EVERYONE WINS
    Lesson Nine: Act Fast
    Lesson Ten: Show Appreciation
    Lesson Eleven: Close the Sale
    Lesson Twelve: Meet, Track, and Analyze

+ Bonus Content

For a limited time, receive the following

  • (3) Idea Sheets

    Idea Sheets provide quick and actionable suggestions to drive better referrals.

  • (100) Best Sales Tips

    An ebook to help you learn—or rediscover—proven ways to close more deals.

  • Future Discounts

    As an alumnus, you are entitled to discounts on future courses provided by ReferralSafe.

Instructor

  • Kevin Adams

    Kevin Adams

    Hi, I'm Kevin Adams. I started ReferralSafe to connect financial advisors with the referrals they deserve. And I love it.

    Previously, I launched Venture (k) Corp., where I provided management consulting to 300+ financial advisors for 13 years. I also earlier held roles at Wolters Kluwer and Schwab Advisor Services.

    Let me show you how to get more introductions!

    Best wishes, Kevin

Ready for change?

Raise your hand if you think that referrals should be "easier." Yeah, we do too!

I'm Ready, Let's Start

FAQ

  • Is there a guarantee?

    If for any reason you’re not satisfied with your course, simply email hello@referralsafe.com during your first 30 days and we’ll refund your money, no questions asked.

  • Who is the course designed for?

    Any client-facing financial advisor or stakeholder will benefit from the course. Don't discount others in the firm. You'd be amazed at how many referrals an admin. with a get it done attitude and a great personality creates.

  • How does the course work?

    As soon as you sign up, you'll receive instant access to all aspects of the course. You may take as long as you like to complete it.

  • Do you offer group programs for large firms?

    We sure do. Let us put one together for you. It includes special reporting, analytics, and hassle-free discounted pricing.

  • Can we provide this as a value-add to our financial advisor partners?

    Absolutely, if you are a stakeholder with financial advisor relationships, this is a great way to differentiate yourselves.

  • Where is ReferralSafe located?


    ReferralSafe LLC
    Seven Square Lake Road
    Bloomfield Hills, MI 48302
    (248) 979.8980
    hello@referralsafe.com
    Kevin Adams Co-Founder

Why Referral Essentials?

Making sure financial advisors get the introductions they deserve, is why my feet hit the floor in the morning. If you know someone who might benefit from my help, please call or text me at 248.979.8980. Have a great day, Kevin

Grab your spot

Pricing*


Referral Essentials Course
Personal Coach Calls
Unlimited Email Support
+ Five Bonus Items
(3 Idea Sheets)
(100 Best Sales Tips eBook)
(Future Course Discounts)

*one student, group pricing available