How a laser ask led to 11 straight $150M+ years

Marc used to prefer a wide variety of centres of influence as referral sources.

He saw me run a referral workshop in Orlando and two things hit him:

a) Almost none of his professional connections were referring him

b) He knew he needed to test the waters with them to see if they really knew the right people and if they were even the ‘referring kind’.

He hired me – yes to make more money – but first to come up with a better strategy to get high quality referrals.

His goal was to bring in $20M in assets that year.

Marc told me the biggest money in motion was business sales.

So, he focused his introduction requests exclusively on two professions:

a) M&A lawyers

b) Investment bankers

First build great relationships.

Then make bigger asks with higher stakes.

That’s it.

No uncertainty. No people pleasing. No CRM required.

*Results?

$30M in 2013

$150M in 2014

$379M in 2015

$150M+ every year ever since

Year-in Year-out

(all providing reoccurring revenue)

I wrote a full breakdown of exactly how he went from *over-giving underperformer* to *$150M+ 11 years in a row*.

Want it?

If you reshare this post, I’ll throw in a bonus 1:1 20-minute Zoom call and help you find your next 1 or 2 clients.

Comment **$150M** below — I’ll send it over personally.

(I reply to every request.)