you do great work
so where are the referrals?
it’s time to get serious about building a referral system that feels natural and works hard for you
if you’ve ever thought…
My clients love me—why don’t they refer more often?
I give a ton to my COIs, but I’m not getting much back.
I know referrals should be a major growth driver, but I don’t have a real system…
you’re not alone
Most advisors rely on referrals but have no structure to support consistent, predictable growth.
That’s why we created Referrals on Purpose.
Instead of hoping for referrals…
You’ll have a system to ask for them.
You’ll have more control over when they come your way.
You’ll get more qualified calls — not just your clients’ kids and grandkids.
Referrals on Purpose is a hands-on, roll-up-your-sleeves kind of experience.
In just two weeks, you’ll walk away with a referral system you’ve built, tested, and started using.
you don’t need to hand out salesy scripts or hound your COIs
you need to make it easier
to refer you in the first place
not all referral programs are created equal
referrals on purpose gives you natural systems and language so you’re not turning people off.
Most referral systems include pushy scripts, cringe-worthy asks, and on-the-spot pressure.
Your client relationships are built on trust, though.
Your conversations are always real and raw — you can’t suddenly flip into script mode.
And you would never outright ask them to give you contact info for friends and family.
As for COIs?
We’ll help you build resources to nurture them too, not just collect them like business cards.
referrals on purpose is built for relationships
this program is perfect for you if:
you’re relationship-focused
✔ You treat your clients like family
✔ Your conversations are always real and authentic
✔ You’d never use pushy scripts or pressure tactics
you’re ready for systematic growth
✔ You’re tired of leaving referrals to chance
✔ You want a system that works with your style, not against it
✔ You’re ready to invest some time to transform how people think of you and recommend you
Referrals on Purpose gives you the step-by-step guidance to build a referral system you feel confident about.
Here’s what you’ll get inside this 2-week live intensive:
✔ Week-by-Week Action Plan
Know exactly what to work on in what order
✔ Weekly Live Coaching Calls
Get feedback and strategy directly from Hillary and Niki in a small group setting.
✔ Template Library
Templates and resources you can use immediately
✔ Private Slack Community
Get accountability, ask questions between sessions, and connect with other high-caliber advisors.
by the end of two weeks, you’ll have:
✔ A simple referral message your clients can repeat
No more awkward conversations or generic scripts. You’ll craft language that feels authentic and makes it easy for people to talk about you with confidence.
✔ A high-impact COI relationship strategy
Move beyond surface-level networking. You’ll identify the right centers of influence and build nurture resources so good they can’t wait to send clients your way.
✔ A referral process that fits naturally into your business
Choose where you’ll integrate referral conversations seamlessly into your client experience without feeling pushy or salesy.
✔ Tools that make it easy for others to refer you
Create shareable resources and referral assets that do the heavy lifting, so clients and COIs know exactly how to connect people with you.
✔ A system that grows with you—and doesn’t rely on luck
Build a predictable referral engine that generates consistent opportunities, not random one-offs when the stars align.
the result is that you become the advisor everyone thinks of first when someone needs financial guidance.
your referrals become predictable, not accidental
ready to build your referral engine?
here’s what happens next:
Sign up and lock in your spot. You’ll receive a welcome email with all the details about what’s coming next.
Add the Live Coaching Calls to your calendar. All calls will be at 9am PT / 12pm ET and will last approximately 1 hour.
July 31: Kickoff Call
August 7: Coaching Call
August 14: Wrap-Up Call
Doors to the community open July 31!
The day before, you’ll receive your invite to our private Slack community where you can introduce yourself.
On Thursday, join us at 9am PT / 12 pm ET for our first live session, plus get access to your Notion dashboard with guided exercises, template, and everything you need to build your referral engine.
Extended community support. Your Slack community access continues for two additional weeks (through August 28) for ongoing support, questions, and connection with your fellow advisors.
