Programme overview:
What is the
Programme
Referrals: your most powerful source of new business. They cost nothing, and are the number one source of new business in the financial services industry. Yet research from the PFS shows that of the 91% clients happy to refer their adviser, only 20% do so without prompt.
So we’ve identified a proven way to increase them. This 71 day programme of workshops and interactive sessions are designed to help you close the 71% gap, by implementing our proven system, which will also change your mindset, develop habits and 3x your referrals. Nearly 500 advisers have already taken part - with outstanding results and feedback.
Programme features:
7 live & interactive sessions over 71 days, covering the core skills and processes
Q&A sessions with Matt
Anderson
Access to Referrals
Hub, resources and 121
support
Peer to peer sessions
gaining additional
insight
Programme content
-
LIVE
Introduction
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What is success for you?
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Getting the most from the course
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The Referral Revenue Engine
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Accountability
Length: 30 mins
Watch the boxsets
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The Referral System
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Boxset 1 – Mindset
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Boxset 2 – 4 Step process
Length: 2 hours online learning
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LIVE
The Referral Mindset
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Getting comfortable asking
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Making the shift
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Earning the right to ask
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Setting goals & tracking results
Length: 1 hr
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LIVE
Who and how to ask
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4 ways to source names
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The best way to ask
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Roleplays & run through
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Your advocates
Length: 1 hr 15 mins
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LIVE
Review
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Review, troubleshooting & Q&A
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3 more ways to source names
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Roleplay and scripts
Length: 1 hr
-
LIVE
Network analysis
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Client segmentation
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Your ideal clients
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Your network
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Market positioning
Length: 1 hr
-
LIVE
Control
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Troubleshooting challenges
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Effective follow up
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Coaching your referral sources
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Your 90 day action plan
Length: 1 hr
-
LIVE
Habits for lifetime success
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Review progress
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Key habits to sustain success
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Q&A with Matt Anderson
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Next steps
Length: 1 hr
Testimonials
Last year I generated 23 referrals 20 clients. in Q1 I have generated 27 so far and hope to convert around 80%.
Riccardo
Financial Adviser, London
I had 46 first referral meetings in my first year, by just asking, and completed Partner in my first 12 months, aged 21. ” The programme helped me to achieve this.
Harry
Financial Adviser, London
Over 10 weeks since starting this programme I have generated 25 referrals, 8 so far moving to business.
Adviser
Manchester
I have just signed up my first referral (a husband and wife) and this would not have been possible without your sessions!
Hugh
Wealth Manager, London
It’s just taken my thought process to another level, I'm now in the position where I'm thinking of adding to my own staff to help run the business (Admin & Marketing) as I'm going to be seeing a lot more potential clients.
Simon
Adviser, Manchester
I feel so much more confident asking for referrals.
Kieran
Financial Adviser, Brighton
It’s encouraged me to ask my existing clients for more referrals and I now feel confident about getting them.
Mark
Adviser, Leeds
Happy with the results and happy with what the course has done for me.
Gareth
Financial Adviser, Taunton.
I first met Matt Anderson at an IFP event in 2011 and was immediately impressed by the clarity and practicality of his approach, especially in his book, Fearless Referrals. We’ve since engaged him to train our team at Investment Quorum on building consistent, high‑quality referral streams from clients and professional connections. His structured methodology is straightforward to apply and delivers measurable improvements. I would not hesitate to recommend Matt to any firm seeking to strengthen its referral strategy in a highly professional way.
Petronella West
CEO, Investment Quorum
Who will benefit?
The programme will benefit advisers who
Want more high-quality clients
learn how to generate consistent referrals without relying on costly marketing or cold outreach.
Want sustainable growth
a proven system to generate revenue and strengthen client relationships.
Want to build confidence and sharpen their approach
practical workshops and roleplay sessions give you the tools to ask for referrals naturally and effectively.
Established Advisers
Experienced Advisers with >150 clients looking for more positively challenging and higher-value clients.
New to advising
Individuals within their first 2 years advising and looking to scale their business or clients, at pace.
Multi-advising firms
For Multi-Adviser businesses looking to implement improved processes and referral systems.
L&D or Management teams
Knowledge and support to help Advisers achieve great results.
469
Advisers that have completed the programme to date
56%
Advisers on average recorded themselves asking for referrals in 56% more meetings than before the programme.
71%
Increase in referral meetings over 3 months, compared to before the programme.
91%
Advisers would recommend the programme to others
(9% ‘neither likely or unlikely’)
FAQs
Find answers to the most common questions about the programme.
Click the “Register Now” button, complete your details, and make payment securely online. You’ll receive confirmation and next steps by email.
If You cancel your place on the Programme, refunds will be provided on the following sliding scale:
• More than 48 hours before Programme start: 100% refund
• Less than 48 hours before Programme start: 75% refundAll live sessions are recorded, so you can catch up at your own pace.
The programme is designed for financial advisers at all stages — from those in their first 1–2 years, to experienced advisers with large client books, and even multi-adviser firms. If you want to generate more high-quality referrals and grow sustainably, it’s for you.
The programme lasts 71 days (10 weeks +1), with live workshops …
Advisers who have completed the programme show increased confidence and a shift in mindset, which results in increased asking and results. We have seen advisers generate 25+ new referral meetings in 10 weeks, but results vary depending on your commitment and implementation.
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7 live interactive sessions with Matt Anderson
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Peer-to-peer learning and Q&A
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Access to the Referrals Hub and resources
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Step-by-step referral system (mindset, scripts, roleplays, tracking tools)
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A 90-day personalised action plan
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The programme investment is £2,449 / $2,949 per adviser. Calculate what a 3X ROI would be and break down how you could achieve this. At this point the decision should be a no-brainer.