I Want More Referrals!
What Female Financial Advisors Are Saying …Recently, we have begun to interview female financial advisors from all pockets of the country for our future book. As we listen to their challenges and successes, one element really surprised us, especially considering that it’s 2016! It turns out that being taken seriously as a women in a man’s world is still a dominating […]
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 & 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!
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.
Create a culture of referrals in your firm! This interactive educational/coaching experience capitalizes on expert knowledge, participant experiences, and implementation of new learning.
Creating an atmosphere of abundance for female advisors who are serious about growing their practice the way they know best … A WOMAN'S WAY.
Michelle R. Donovan and Patty Kreamer deliver practical content, high-energy, audience-engaging programs every time.
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
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