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Years Advising
Preferred cohort time (10 November 2025)
1pm (UK), 8am (EST)
4pm (UK), 11am (EST)

Registration

3X Your Referrals
in 71 Days

10 November 2025

£2,449 / $2,949 per Adviser

  • Proven system trusted by 450+ advisers

  • 7 live & interactive sessions over 71 days

  • Access to resources & 121 support

  • Customised dates available for group programmes

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​Programme content

  • LIVE

Introduction
  • What is success for you?

  • Getting the most from the course

  • The Referral Revenue Engine

  • Accountability

Length: 30 mins

Watch the boxsets
  • The Referral System

  • Boxset 1 – Mindset

  • Boxset 2 – 4 Step process

Length: 2 hours online learning

  • LIVE

The Referral Mindset
  • Getting comfortable asking

  • Making the shift

  • Earning the right to ask

  • Setting goals & tracking results

Length: 1 hr

  • LIVE

Who and how to ask
  • 4 ways to source names

  • The best way to ask

  • Roleplays & run through

  • Your advocates

Length: 1 hr 15 mins

  • LIVE

Review
  • Review, troubleshooting & Q&A

  • 3 more ways to source names

  • Roleplay and scripts

Length: 1 hr

  • LIVE

Network analysis
  • Client segmentation

  • Your ideal clients

  • Your network

  • Market positioning

Length: 1 hr

  • LIVE

Control
  • Troubleshooting challenges

  • Effective follow up

  • Coaching your referral sources

  • Your 90 day action plan

Length: 1 hr

  • LIVE

Habits for lifetime success
  • Review progress

  • Key habits to sustain success

  • Q&A with Matt Anderson

  • Next steps

Length: 1 hr

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