Referrals on Purpose
Build a referral system so natural,
it feels effortless.
This is 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 are important, but I don’t have a real system…
Most advisors rely on referrals but have no structure to support consistent, predictable growth.
That’s why we created Referrals on Purpose.
In one focused session, you’ll build a repeatable referral system that feels natural and delivers results.
What You’ll Get
1. Pre-Session Questionnaire
Before our call, you’ll complete a short but detailed questionnaire so we can understand your business, client relationships, and goals. This ensures your strategy session and playbook are fully customized to you.
2. 30-Minute Strategy Session
A focused conversation with Niki and Hillary where we’ll uncover exactly where referrals are getting stuck and design a system that fits your personality and practice.
3. Referral Strategy Playbook
A custom step-by-step plan that outlines your referral process, conversation prompts, and next actions so you can move forward with confidence.
4. Referral Activation Kit
Ready-to-use email templates, social media content ideas, and event recommendations that make referrals effortless.
The result is that you become the advisor clients can’t help but talk about.
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
Most referral systems rely on pushy scripts, awkward asks, and uncomfortable pressure.
Referrals on Purpose gives you natural systems and authentic language so you never turn people off or feel out of character.
Your client relationships are built on trust.
Your conversations are real.
You can’t suddenly flip into “script mode,” and you shouldn’t have to.
When it comes to COIs, we’ll help you build meaningful partnerships and resources that nurture those relationships, not just collect them like business cards.
ready to build your referral engine?
here’s what happens next:
Step 1: Sign up and secure your spot.
You’ll receive a welcome email with everything you need to get started.
Step 2: Complete your pre-session questionnaire.
This helps us understand your goals, your clients, and where your referral opportunities are hiding.
Step 3: Meet for your 30-minute strategy session.
Together, we’ll identify what’s working, what’s missing, and how to create a referral system that fits naturally into your business.
Step 4: Receive your custom Referral Strategy Playbook.
You’ll walk away with a clear plan, ready-to-use templates, social content, and event ideas that make referrals happen with ease.
