Registration
3X Your Referrals
in 71 Days
10 November 2025
£2,449 / $2,949 per Adviser
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Proven system trusted by 450+ advisers
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7 live & interactive sessions over 71 days
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Access to resources & 121 support
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Customised dates available for group programmes
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Programme content
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LIVE
Introduction
What is success for you?
Getting the most from the course
The Referral Revenue Engine
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
4 ways to source names
The best way to ask
Roleplays & run through
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
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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
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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
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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