About
The Referral HQ
At The Referral HQ, we specialise in helping financial advisers grow with confidence, clarity, and consistency. Our programmes, consulting, and training are built on decades of experience in financial services marketing and adviser development.
At the heart of The Referral HQ is Matt Anderson — a global specialist in helping financial advisers identify and implement their most profitable habits, overcome obstacles, and significantly increase their referral business. Matt has worked with advisers in 15 countries and is the author of six books, including the international bestseller Fearless Referrals and The 5 Habits to Mine Your Gold.
Our Approach
Our philosophy is simple: show that you genuinely care about someone as a human being — not just as a potential revenue source — and magic happens. Get this right, and results follow naturally.
This belief inspired Matt to create the 4 Step Fearless Referral Process, and since then, the Relationship Revenue Engine and other systems designed to help advisers focus on where the money is by becoming the indispensable boxing-coach in-the-corner.
Our methodology is simple: teach, guide, and support. From structured training programs to personalised 1:1 coaching, we provide the mindsets, roadmap, actions and encouragement needed to go upmarket and run the business you really want.
We also emphasise authenticity. Referral strategies aren’t about manipulation—they’re about helping your clients and network see the value you provide and naturally sharing that with others. By combining focused strategies and transformed mindsets with sincerity, we help advisers grow in a way that feels right.
Our Mission
Our mission is to help professionals build confidence, strengthen relationships, and scale their business through authentic, client centred referral conversations.
We are committed to providing ongoing support and resources so advisers can refine and improve their referral strategies.
Meet Matt
Matt helps financial advisers get top 1% sales results c/o relationship-driven client acquisition systems.
His referral systems and results-driven approach has made him a sought-after speaker for 25 years to audiences from over 40 countries. His clients include advisers from 15 different countries.
Matt is the author of six books including Fearless Referrals, which Brian Tracy, author of The Psychology of Sales, says “teaches you the “Golden Rules” for developing a continuous chain of high-quality referrals for any product in any business”, and These 7 Steps 10 X Your Sales Potential which Thinkers50 #1 Executive Coach and 3x New York Times bestseller Marshall Goldsmith says “delivers a game-changing guide for enhancing sales performance.”
He has spoken at dozens of national and international industry events including Million Dollar Roundtable, BACK2Y (UK), Personal Finance Society (UK), and HSBC’s Global Wealth Management Conference. He has twice been a guest on leading podcasts like Salesman.com, the world’s most downloaded sales podcast and Mario Porreca’s Ten Minute Mindset.
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Meet Paul
Paul is a financial services marketing professional and has spent 20 years consulting with some of the UK’s highest performing advisers and firms, whilst working for the UK’s leading wealth management firm.
Across his career, Paul has designed and delivered innovative marketing and digital systems that have driven new business and clients. He’s also run marketing workshops for new to the industry and experienced advisers and marketing teams.
So why Referrals? In 2020, Paul spotted a gap - whilst referrals are indeed the number one source of new business for established financial advisers, 60% clients said they would refer but had never been asked.
Fast forward a few years’, Paul had designed a programme to help improve Adviser confidence and processes using Matt’s referral system and rolled it out to >500 advisers with some incredible results and hundreds of millions of pounds of new business.
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“When you learn to design habits, you gain a superpower.
And that's what Matt can help you do.”
BJ Fogg, PhD
New York Times bestselling author of Tiny Habits, founder of Stanford's Behavior Design Lab
