How Top Advisors Get Referrals Without Asking

The non-scripty, natural way to get more qualified referrals more consistently

Event Details:

March 11, 2026 - Wednesday | 4:00 PM ET | Online (Microsoft Teams)

Unlock Your Full Potential as a Financial Advisor

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Join this free live workshop built for growth minded advisors who want more consistent, predictable referrals. If referrals feel inconsistent or harder to generate than they should be, it is usually not a marketing problem. It is a structure and strategy problem. In this workshop, you will learn what top advisors do differently to create steady referral flow without relying on luck, constant networking, or working longer hours.

About the Presenters

Dr. Jon Randall, Founder of XFA.COACH, is a national presenter, published author, and performance psychology expert. He has helped hundreds of financial advisors scale through acquisitions and intentional strategic growth. With decades of experience, Jon turns complex challenges into repeatable wins and gives you the tools to grow with confidence.

Hillary Gale, Founder of Moneta Copy, works with financial advisors and wealth managers to build predictable client pipelines through focused marketing that builds trust and establishes authority. She has helped hundreds of financial professionals to translate their expertise into marketing that speaks directly to clients’ real concerns, not industry jargon. Her clients consistently report higher close rates, fuller calendars, and marketing systems that work reliably.

In this free workshop, you will learn:

  • Why referrals slow down and how to fix the root cause

  • The hidden growth ceilings that prevent consistent referral flow

  • How top advisors position themselves to naturally attract more referrals

  • The structural changes that create steady, predictable growth