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About
Referrals are the lifeblood of a thriving business. A warm introduction from a client or colleague beats any marketing campaign - but creating a steady flow of them isn’t easy.
That’s where The Referral HQ comes in. We help financial advisers build a simple, repeatable system for generating more and better referrals. No gimmicks - just proven strategies that strengthen relationships and turn happy clients into advocates.
Whether you’re starting out or scaling up, our training and coaching give you the tools, confidence, and clarity to build a reliable pipeline of quality leads.
Introducing Matt & Paul
Matt Anderson
International sales coach & author of 6 books, including the bestseller Fearless Referrals. Matt has coached thousands of financial advisers worldwide, helping them achieve top 1% sales results and build consistent referral pipelines.
Paul Golledge
Financial services marketing professional with 20 years’ experience consulting the UK’s top advisory firms. Paul has designed referral programmes that generated hundreds of millions in new business, and leads content & programme delivery at The Referral HQ.
Published books:
Fearless Referrals
Proven strategies to confidently ask for and win high-quality referrals, helping you build a consistent, referral-driven business.
The 5 Habits to Mine Your Gold
Discover five transformative habits to overcome obstacles, act consistently, and unlock the potential within you to achieve greater success.
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My Breakthrough Tracker
My Breakthrough Tracker is 132 pages of you tracking proof that you are shifting your identity to become the person you need to be to live the life you want, not the life you tolerate.
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What Every Managing Director Wants to Know About Sales
This is the ultimate 7 step guide to boosting salesforce performance
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These 7 Steps 10X Your Sales Potential
This practical sales book presents the 7 fundamental ways of thinking and ways of being that have to be confronted to fulfil your potential - in a practical step-by-step way.
The original Fearless Referrals
This is the first edition complete with cartoons considered too frivolous by McGraw Hill.
Fearless Referrals
Proven strategies to confidently ask for and win high-quality referrals, helping you build a consistent, referral-driven business.
The 5 Habits to Mine Your Gold
Discover five transformative habits to overcome obstacles, act consistently, and unlock the potential within you to achieve greater success.
What Every Managing Director Wants to Know About Sales
This is the ultimate 7 step guide to boosting salesforce performance
These 7 Steps 10X Your Sales Potential
This practical sales book presents the 7 fundamental ways of thinking and ways of being that have to be confronted to fulfil your potential - in a practical step-by-step way.
My Breakthrough Tracker
My Breakthrough Tracker is 132 pages of you tracking proof that you are shifting your identity to become the person you need to be to live the life you want, not the life you tolerate.
The original Fearless Referrals
This is the first edition complete with cartoons considered too frivolous by McGraw Hill.
Published books:
Services
Learn the proven system, change mindset and triple your referrals.
Powerful best practices used by the top 1% advisers globally that your audience can implement right away.
Testimonials
I'm an investment advisor servicing ultra-high net worth clients. I've been in the business for 16 years. Matt has helped me immensely--prioritizing my time, strategic business development and mentality. I've long had deep relationship capital within my network, Matt helped me turn it into concrete business results. $130M+ of new business this year. Matt's scope extends to the personal front, too. Busy professionals have the evergreen challenge of balancing our business, our families, and ourselves. Simple, tangible, daily habits make an enormous difference over the course of a year, and Matt helps codify those into practical, executable things. I'd recommend Matt to any professional working with high value relationships that is already successful, but has been reaching for the next gear of growth.
D
Private Client, San Francisco, USA
Much of our success last year is a result of the warm source referral skills and systems we’ve acquired from Matt! We were the top-ranked region in the USA.
Jeff Davidson
Equitable, TX, USA
Hiring Matt, has helped me breakthrough the ceiling of 6 years in the same revenue range. Now thanks to several new mindset shifts, strategies and habits, I am on track for a trajectory for 10X growth.
Scott Heiman
President, IL, USA
I started working with Matt 6 months ago, and we immediately concentrated on the psychology of asking. Like many others I had an irrational 'fear of asking'. Matt has helped me to overcome this psychological hurdle and my comfort level has gone from a two out of ten to a nine out of ten. Matt has helped me really 'listen for referrals', it is amazing how many potential introductions are mentioned by clients if you really listen! All 10 of my new HNW clients this year have been through referral route and I have obtained more referrals this year than any other in my career- thanks Matt!
Garry Mackay
Chartered Financial Planner, Scotland
Matt is the number one referral coach in his field – highly recommended.
Alan Smith
Capital Asset Management, London
I first brought Matt in to work with my company leadership, who were seeking strategic guidance for thousands of realtors. Matt designed a dynamic program that helped agents refocus on daily habits and sales productivity. His coaching has also been instrumental in my personal and professional growth. He’s helped me become more self-aware, refine my day-to-day habits, and elevate my overall performance. I highly recommend Matt Anderson to anyone in a professional services field looking to level up and achieve lasting success.
Harry Maisel
Real Estate Broker, Chicago, USA
“With Matt’s help, I have a method to get consistent referrals and am helping more new clients than ever before. In the past 5 months, I’ve generated over 40 new referrals, brought in 10 new clients and have in excess of $100M in my newly built pipeline.”
Stephen L
Financial Advisor, TX, USA
“I’ve found in time of ABSOLUTE focus, AMAZING RESULTS can and are always produced. After working with Matt, I experienced my best ever year in 24 years of financial services. I set a goal to be Top of the Table for the first time and I exceeded this goal by an additional 21%. More importantly, I have exceeded it for the nine years since in an increasingly upward trajectory."
Asvin Chauhan
Million Dollar Round Table Top of the Table producer, Coventry, UK
"Matt was extremely helpful in developing a sales process, overcoming developmental roadblocks, and pushing me outside of my comfort zone to achieve multiple consecutive years of bringing in over $100m in new assets."
Sean B
Financial Advisor, Philadelphia, USA
