Referral Society: Private Slack Community for Advisors
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.
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.
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.