Live Workshop + Lifetime Replay
You've Earned Your Clients' Trust. Now Turn It Into Introductions. Without Feeling Like You're Begging.
The systematic referral process that took Wilson from 28 clients to 400+ in 10 years.
100% referral-based. Zero cold calls.
Limited to 25 seats • Live workshop + replay included
Live Workshop + Lifetime Replay
You've Earned Your Clients' Trust. Now Turn It Into Introductions. Without Feeling Like You're Begging.
The systematic referral process that took Wilson from 28 clients to 400+ in 10 years.
100% referral-based. Zero cold calls.
Limited to 25 seats • Live workshop + replay included
The Problem
Most advisors don't ask for referrals because they tell themselves:
"I haven't given enough value yet to deserve a referral"
"If I ask, I'll damage the relationship"
"I'll look desperate or unprofessional"
So you wait. You hope. Meanwhile, your pipeline stays inconsistent,
and you're back to chasing cold leads.
Here's the truth:
If you feel uncomfortable asking your own clients for referrals, why would they feel comfortable giving them?
The workshop fixes this.
The Problem
Most advisors don't ask for referrals because they tell themselves:
"I haven't given enough value yet to deserve a referral"
"If I ask, I'll damage the relationship"
"I'll look desperate or unprofessional"
So you wait. You hope. Meanwhile, your pipeline stays inconsistent,
and you're back to chasing cold leads.
Here's the truth:
If you feel uncomfortable asking your own clients for referrals, why would they feel comfortable giving them?
The workshop fixes this.
The 3 Shifts That Change Everything
Undeserving → Deserving
You'll build your Service Promise—a written commitment that explains your value (24-hour response time, annual reviews, confidentiality guarantee). Then you'll collect client testimonials that confirm you're good enough.
Random → Systematic
Referral asking becomes a 2-step weekly process:
Unprofessional → Professional
You'll use a Preferred Client Feedback Form (Google survey) after every appointment to collect testimonials and improvement feedback—just like any serious professional service.
The 3 Shifts That
Change Everything
Undeserving → Deserving
You'll build your Service Promise—a written commitment that explains your value (24-hour response time, annual reviews, confidentiality guarantee). Then you'll collect client testimonials that confirm you're good enough.
Random → Systematic
Referral asking becomes a 2-step weekly process:
Unprofessional → Professional
You'll use a Preferred Client Feedback Form (Google survey) after every appointment to collect testimonials and improvement feedback—just like any serious professional service.
Why This Works Under Deadline Pressure
Quarter closing. FYC pressure mounting. Cold prospecting draining your time.
The Safe-Path System is built for this:
Fast to implement
Use in your next 5 meetings
Protects relationships
Value-based questions keep it safe
Compounds quickly
Trust Transfer multiplies intros
Predictable
Weekly tracking makes it a habit
You already have clients who trust you. This shows you how to activate that trust.
Why This Works Under Deadline Pressure
Quarter closing. FYC pressure mounting. Cold prospecting draining your time.
The Safe-Path System
is built for this:
Fast to implement
Use in your next 5 meetings
Protects relationships
Value-based questions keep it safe
Compounds quickly
Trust Transfer multiplies intros
Predictable
Weekly tracking makes it a habit
You already have clients who trust you.
This shows you how to activate that trust.
Testimonials
John Doe
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.
Jane Doe
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.
Who This Is For
Perfect for:
- ✓ Financial advisors who want consistent warm introductions without feeling salesy
- ✓ Advisors building a practice they control (not dependent on company leads)
- ✓ Anyone who's tried "just ask!" advice and it didn't work
Not a fit if:
- ✗ You want quick gimmicks without doing the work
- ✗ You're unwilling to ask for introductions even with a safe system
Who This Is For
Perfect for:
- ✓ Financial advisors who want consistent warm introductions without feeling salesy
- ✓ Advisors building a practice they control (not dependent on company leads)
- ✓ Anyone who's tried "just ask!" advice and it didn't work
Not a fit if:
- ✗ You want quick gimmicks without doing the work
- ✗ You're unwilling to ask for introductions even with a safe system
Workshop Details
Date & Time
Nov 6
2-5 PM
2 sessions • 25 seats each
Location
Live In-Person
Paya Lebar
Duration
3 Hours
Investment
$128 Early Bird
Full Price: $168
Bonus
Workshop Replay
Included
And no there is no other "backend course" to upsell you. This is it.
I just want to help more advisors to build a business that they can be proud of.
Which is why I've also limited it to 25 advisors so that I can give my full attention to helping you.
So if you're ready to grow your business with referrals and build a business with ease.
Frequently Asked Questions
"Won't asking for referrals harm my relationships?"
Not when the ask is framed as clarity and care. Wilson's questions focus on who your client worries about—not who can buy from you. You'll also learn how to address clients' fears about referring (e.g., "What if Wilson messes up and I lose a friend?").
"I don't feel I've given enough value yet."
This is the #1 limiting belief. The workshop shows you how to prove your value upfront through your Service Promise and client testimonials. Wilson's rule: If you're uncomfortable asking, why should your clients be comfortable giving?
"What if I'm brand new?"
The system doesn't rely on tenure—it relies on clarity and consistency. Even with 10 clients, you can ask each for 2 introductions. That's 20 warm leads. Wilson started with 38 names and turned them into 500 clients.
READY TO GIVE US A TRY?
Limited to 25 advisors per sessions.
Reserve Your Seat
The Systematic Referral Workshop for Financial Advisors
Workshop Details
Date & Time
Nov 6 & 7
2-5 PM
2 sessions • 25 seats each
Location
Live In-Person
Paya Lebar
Duration
3 Hours
Investment
$128 Early Bird
Full Price: $168
Bonus
Workshop Replay
Included
And no there is no other "backend course" to upsell you. This is it.
I just want to help more advisors to build a business that they can be proud of.
Which is why I've also limited it to 25 advisors so that I can give my full attention to helping you.
So if you're ready to grow your business with referrals and build a business with ease.
Frequently Asked Questions
"Won't asking for referrals harm my relationships?"
Not when the ask is framed as clarity and care. Wilson's questions focus on who your client worries about—not who can buy from you. You'll also learn how to address clients' fears about referring (e.g., "What if Wilson messes up and I lose a friend?").
"I don't feel I've given enough value yet."
This is the #1 limiting belief. The workshop shows you how to prove your value upfront through your Service Promise and client testimonials. Wilson's rule: If you're uncomfortable asking, why should your clients be comfortable giving?
"What if I'm brand new?"
The system doesn't rely on tenure—it relies on clarity and consistency. Even with 10 clients, you can ask each for 2 introductions. That's 20 warm leads. Wilson started with 38 names and turned them into 500 clients.
READY TO GIVE US A TRY?
Limited to 25 advisors
per sessions.
Select your preferred date — November 6 or 7
Reserve Your Seat
The Systematic Referral Workshop for Financial Advisors
NOT FACEBOOK™: This site is not a part of the Facebook™ website or Facebook Inc. Additionally, this site is NOT endorsed by Facebook™ in any way. FACEBOOK™ is a trademark of FACEBOOK™, Inc.
DISCLAIMER:
All testimonials and case studies shared on this site reflect real client experiences, but they are not guarantees of future results. Outcomes depend on various factors including your background, consistency, market conditions, and implementation. The workshop provides a system and tools, but your results are ultimately shaped by your own effort and execution.
© 2025 | Wilson Coaching | Terms & Conditions | Privacy Policy
NOT FACEBOOK™: This site is not a part of the Facebook™ website or Facebook Inc. Additionally, this site is NOT endorsed by Facebook™ in any way. FACEBOOK™ is a trademark of FACEBOOK™, Inc.
DISCLAIMER:
All testimonials and case studies shared on this site reflect real client experiences, but they are not guarantees of future results. Outcomes depend on various factors including your background, consistency, market conditions, and implementation. The workshop provides a system and tools, but your results are ultimately shaped by your own effort and execution.
© 2025 | Wilson Coaching | Terms & Conditions | Privacy Policy