Win More HNW Clients
A 9-month masterclass built for financial advisors who want to turn attorneys and CPAs into reliable, high-value referral sources.
Start Getting More HNW Referrals Today
Tired of relying on luck for client growth?
High-net-worth referrals aren’t random. They’re the result of a proven system—refined over decades of real-world experience with top-performing advisors.
This isn’t just another seminar. It’s a strategic, hands-on masterclass designed to help you:
-
Build lasting partnerships with COIs (Centers of Influence)
-
Generate consistent, high-value introductions
-
Grow your AUM during the program and long after
By the end of this masterclass, you'll know how to:
-
Earn trust from attorneys and accountants who refer HNW clients
-
Use repeatable systems that generate introductions (not just “network”)
-
Position yourself as a valuable partner, not just another advisor
Advisors in the program have generated $1M+ in new AUM before graduating. The process becomes second nature—and the results compound.
Who This Is For
This masterclass is perfect for:
-
Independent advisors ready to scale their business
-
RIA firms who want a better referral strategy
-
Growth-minded advisors tired of cold outreach and chasing leads
What You Get
-
9-month structured program
-
Coaching from the expert who wrote the book on this model (three of them, actually)
-
Templates, scripts, and tools you can implement immediately
-
A system that keeps working long after the program ends
Seats Are Limited
We only accept a small group of advisors per cohort to ensure every participant gets hands-on support.
Secure your spot before the next cohort fills.