Mission Statement

By providing relevant referral marketing instruction, continuous support and compassionate consulting to develop a unified personal network, the Referral Institute creates communities of like minded, successful entrepreneurs who generate amazing business and aspire to a spectacular life!

Referral Institute

Referral & Productivity Coaching for Financial Advisors 

You know it's true.  There are unlimited referral opportunities within your clients, COIs and your network and unproductive behaviors that are stopping you from reaching them. 

Do something about it!

Take a step towards where you REALLY want to be. 


A Woman's Way        Private Coaching        Group Coaching        Books and Bundles


A Woman's WayAWW_Graphic_-Woman_pointing_to_self.jpg

Creating an atmosphere of abundance for female advisors who are serious about growing their practice the way they know best … A WOMAN'S WAY.

1:1 Private Coaching


It's about who you are and what you want.  Personalized coaching will help you get more referrals and develop productivity systems and behaviors to efficiently and effectively manage your growth.  


Group Coaching


Create a culture of referrals in your firm!  This interactive educational/coaching experience capitalizes on expert knowledge, participant experiences, and implementation of new learning.  



Books and Bundles

As coaches and authors, we bring a complete support package to our financial advisor clients. For a sampling of our expertise, check out our books that contain proven ways to build your business and simplify your life. 





Articles we've written 

Are Your Clients Referring YOU?

The Power of the Pause

Five Things You Learned about Networking from Your Mother

A Dog's Lessons in Networking

Is Working Long Hours Worth It?

Perfection HURTS!

Michelle’s Wall Street Journal Best-Selling Book!


The 29% Solution: 52 Successful Business Networking Strategies

Now published in English, Thai, German, French, Hebrew, Hungarian, and Korean

Click here to learn more and buy The 29% Solution