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Matt speaking on stage with MDRT logo and insurance, The Referral Hq

SPEAKING

Matt in suit gestures with hands, speaking at event. The Referral Hq.

We’ve had the privilege of speaking to audiences all over the world. Matt has delivered keynote talks to global audiences, including events with more than 3,000 people in attendance. Paul has spoken at high-profile business conferences, leading Academies, and Practice events, bringing a wealth of industry knowledge and energy to the stage.

Together, we’ve presented at everything from international conferences to smaller adviser gatherings. No matter the size of the room, our focus is always on engaging people, sparking fresh ideas, and sharing practical strategies they can put to work immediately.

We also make a point of tailoring every talk to the audience in front of us. Whether it’s generating more referrals, attracting higher-value clients, or building the confidence to grow in today’s competitive environment, we aim to deliver sessions that are not only memorable but have a measurable impact.
 

As featured at

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Keynotes and Full-Day Training

Our most popular topics, but we are happy to adapt:

The Relationship Revenue Engine

The 4 Step Fearless Referral System

Are you Referrable?

SPEAKING RESUME

  • Personal Finance Society (UK) national conference

  • Million Dollar Round Table (Vancouver, London, Malaysia, Seoul, India)

  • NAIFA (National Association of Insurance and Financial Advisors)

  • IFP (Institute of Financial Planners, UK)

  • Advocis (Canada)

  • HSBC

  • St. James's Place Wealth Management (UK and Asia)

  • Lincoln Financial

  • Openwork

  • Alliance Bernstein

  • AXA

  • State Farm

  • New York Life

  • MetLife (USA and Greece)

  • Standard Life (UK)

  • American Family Insurance

  • Country Financial

  • Waddell & Reed

  • Farmers Insurance

  • PNC Bank

  • Mutual of Omaha

  • JHI (global accounting association)

  • CIBC (Canadian Imperial Bank of Commerce)

  • HUB International

  • Freedom 55 (Canada)

  • William Blair top producer conference

  • City National Rochdale (City National Bank)

  • Vistage International

  • Principal Financial

  • Merrill Lynch

  • Wells Fargo

  • Mass Mutual

  • Crimestoppers

  • Kellogg Business School Alumni (Northwestern University)

  • University of Wisconsin-Madison Business School

  • Atlantic Trust

  • Sun Life

  • Morgan Stanley

  • International Life (Greece)

  • Association of Accounting Marketing national conference

  • National Hispanic Institute

  • Clearwater Wealth Management (UK)

  • Aqua Financial (UK)

  • Brightalk (USA and UK)

  • Securian Financial Group

  • Alley Theatre board, Houston

  • PKF Cooper Parry

  • Standard Life (UK)

  • Interamerican (Greece)

  • AGN International (global accounting association)

  • Rural Insurance

  • NAWBO (National Assn of Women's Business Owners)

  • Illinois CPA Society

  • Dreamtown Realty

  • Fox Swibel (law firm)

  • Lavelle Law

  • Guardian Wealth Management (Middle East)

  • Perl Mortgage

  • Waterstone Mortagage

  • R&R Insurance Services

  • GAMA Global (Iran)

  • BMO (Bank of Montreal)

  • MD Financial Management (Canada)

  • Beirut Life Insurance Summit

  • @Properties

  • HDFC Bank (India)

  • Association of Corporate Growth

  • AXIS Bank (India)

  • Northwestern Mutual

Other Past Speaking Clients

paulspeaking on stage at a conference with audience in the background.

Interested in hiring Matt or Paul to speak at your event?

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