Books on HNW Referrals and COI Strategy

These books aren’t just theory. They’re field-tested guides created for financial advisors serious about organic growth, high-net-worth (HNW) referrals, and meaningful client relationships. Each one reflects decades of in-the-trenches experience working with elite advisors, attorney and accountant COIs, and high-performing firms. Whether you’re building your referral engine or strengthening your client service model, you’ll find practical tools and real-world insight here.

Creating a Downpour of HNW Referrals Through Attorneys and Accountants

The most comprehensive playbook ever written on how to generate consistent, high-value referrals from professional centers of influence. This book details the full system taught in our Masterclass and gives you the scripts, processes, and perspective needed to become the go-to advisor for attorneys and accountants.

Creating a Pipeline of HNW Referrals Through Attorneys and Accountants

This foundational guide introduces the principles of building strategic partnerships with legal and accounting professionals. Learn how to open the door, build trust, and start getting meaningful introductions that translate into real assets under management.

Being Client-Centered and Achieving Significant Business Success

Advisors who want to improve client retention and deepen relationships will benefit from this practical guide to client experience. This model helps you go beyond transactional service and create true loyalty by focusing on the client’s whole picture, not just their portfolio.

High-Touch, High-Profit Relationship Management Strategies of Advisors to the Wealthy

There is no such thing as the “high net worth market”. We have all of course heard the phrase a hundred times. However, research shows money is not a cohort binder in marketing speak. In other words, money doesn’t cause everyone to purchase and retain their advisor for the same reason. Rather there are 9 distinct psychographic profiles that drive why clients purchase, retain and refer their advisor. This book breaks it down. From meeting structure to communication cadence, it offers actionable insight into how to build enduring relationships that grow over time.

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How Financial and Legal Professionals Can Cultivate COIs for a Flood of New Affluent Clients

Designed for both advisors and their legal counterparts, this guide explores how to make networking with COIs efficient, productive, and profitable. It includes real-life examples, practical conversation starters, and strategies to move relationships forward faster.

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