H+N IMPLEMENTATION

A Private 3-Hour Referral Strategy Intensive for Advisors Who Want Big Results—Fast

Built for financial advisors who are done guessing and ready for expert-level strategy, execution, and results.

Click the button below to answer a few short questions.
Your responses help us tailor the experience from the very start.

Once we review your info, we’ll follow up with next steps to officially book your spot.

Let’s build a referral system that actually works.

H+N Implementation

Name

First Name

Last Name

Email

Phone

(###)

###

####

Business Name

Website or LinkedIn

http://

How long have been a financial advisor?

What types of clients do you primarily serve?

How would you describe your current referral system?

I don't have one

Word of mouth

I have a system, but it's not consistent

I have a system, but I want to take it to the next level

What’s your biggest challenge with referrals right now?

What have you tried in the past to increase referrals?

Is there anything else you’d like us to know before we review your application?

a full-force implementation with expert guidance built specifically for you.

If you’re tired of piecing together advice from different sources, and you’re ready for real strategy, real support, and real results, this is it.

The Investment

That includes 3 full hours with two seasoned experts, a custom-built referral plan, and all the messaging, tools, and resources you’ll need to execute with confidence.

We only take on a small number of these sessions each quarter to ensure each advisor gets our full focus.

This private strategy session is $5,000

What You’ll Walk Away With

Audit your current referral approach

Find out what's actually working, what's wasting your time, and what needs to change.

Identify your biggest gaps and opportunities

Spot the hidden referral potential in your business and uncover where you're leaving money on the table.

Craft all the messaging and resources you need

Get the words, tools, and templates that make it easy for clients and COIs to refer you consistently.

You won’t leave wondering what to do next.

Get a crystal-clear roadmap designed specifically for your business. From messaging and outreach to follow-up, we’ll help you build a referral system you can use, and that actually works.

One Session. Two Experts. Zero Guesswork.

This is 3 hours of deep, focused strategy with Niki Clark and Hillary Gale Meehan—two of the top referral and marketing strategists in the industry. Together, we’ll turn your client and COI relationships into a steady stream of quality introductions.

Spots are limited—and we only work with advisors who are ready to show up, get clear, and implement.

we Look Forward to Working With You

We'll follow up to make sure it’s the right fit and get your session booked.