“Bob David’s session on ‘Leveraging Relationships into Quality Referrals’, received a grade of 4.6 out of 5, which was among the top scores at our recent conference. Some of the written feedback included:
‘Extremely effective presentation’ …
‘Outstanding low-key approach to getting referrals’ ….
’30 years in securities and this is the first time I’ve heard this type of approach’ …
‘Good information about referral anxiety – other advisors don’t talk about this’ ….
‘One of the best presentations I’ve attended. Great!’
Rob Gannon – Vice President, Private Client Group, SIFMA (Securities Industry and Financial Markets Association)
“Thanks to our work with Bob implementing new client acquisition strategies especially around referrals our revenues are up 25% in less than a year.” Wealth Management Advisor
Jump-start Organic Growth
Referrals are a powerful source of new business. Referral Rich™ helps financial advisors and wealth management teams strengthen their referral skills and connect them with a clear value proposition, a natural niche market, and consistent business development.
Bob combines personalized guidance, practical strategies, and accountability to help you turn relationships into opportunities—and ideas into action.
What Is Referral Rich?
A personalized approach to referral development and organic growth, available as a half-day or full-day workshop or a 90-day coaching engagement.
Each engagement focuses on your goals, your ideal clients, and the opportunities that best fit your practice.
What Will Referral Rich Do for You?
- Develop unshakable referral self-confidence.
- Create powerful, personalized referral phraseology that flows naturally and effortlessly.
- Learn how to approach the right people, the right way, at the right time.
- Identify and develop your natural niche market to focus on ideal prospects.
- Develop and deliver a highly differentiated value proposition that clearly communicates your value and why prospective clients should choose you.
- Learn how to turn client relationships, professional connections, seminars, and events into opportunities for quality introductions.
- Get practical strategies to develop referral relationships with CPAs, attorneys, and other centers of influence.
- Learn how to use digital marketing and social media to support your visibility and referral efforts.
- Develop a customized referral and organic growth strategy with an implementation and follow-up plan.
Choose the Format That Fits Your Goals
Half-Day or Full-Day Workshop
A focused session for advisors and teams to build referral confidence, sharpen their approach, and create an action plan around their growth priorities.
90-Day Coaching Engagement
Personalized coaching to develop and implement your referral and organic growth strategy. Get access to Bob for situational consulting, objective feedback, and accountability as you put your strategy into action.
Why Hire Bob as Your Referral Coach?
Bob built his own advisory business through prospecting, referrals, speaking, networking, and niche marketing. He brings that firsthand experience—along with his work training and coaching financial advisors and teams—to help you strengthen your approach to growth.
You’ll work with a coach who understands the business and helps you develop language, strategies, and habits you can put to work in your own practice.
How Can I Learn More?
Contact Bob for a no-cost initial 30-minute consultation to discuss your growth goals and whether a Referral Rich workshop or coaching engagement is the right fit.
