Referral Society

A Private Slack Community for Advisors Who Want to Grow Through Referrals—On Purpose

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What You Get:

Weekly Referral Prompts

And action steps.

Stay accountable and keep the engine running with small, doable steps that stack up to big results.

Real Connection

With real advisors.

Collaborate, brainstorm, and connect with other smart advisors building their referral systems the right way—without scripts, gimmicks, or guesswork.

Live Office Hours

With Hillary + Niki (Monthly)

Bring your questions, get real-time feedback, and workshop your client/COI approach live.

First Look at New Offers

Be the first to hear about new sessions, resources, and opportunities. Referral Society members get exclusive bonuses and early access.

Templates

And script vault.

Immediate access to a growing library of plug-and-play messaging, resources, and assets.

We Got you

$97 / Month

Slack-Based Support

Cancel anytime. Come back anytime.

You’ve got the foundation.

Now it’s time to go deeper, refine, and keep the momentum going.

Referral Society is a private Slack group built for advisors who want real growth, real strategy, and real support when it comes to building a referral engine that actually works.

Join Now

Get Access to Referral Society

A private Slack group for financial advisors who want to grow their referrals on purpose, not by chance.

Inside, you’ll find:
✔️ A community of like-minded advisors
✔️ Weekly conversation prompts and ideas
✔️ Behind-the-scenes tips from Hillary and Niki
✔️ Real-time support, feedback, and encouragement
✔️ A space to stay accountable as you implement what works

This is a monthly membership.
Your card will be charged $97/month, and you can cancel anytime.

This isn’t another noisy group. It’s focused, intentional, and designed to help you build stronger relationships with clients and COIs—so referrals become a natural outcome of your business.

Let’s make referrals simple, strategic, and scalable—together.