Testimonials
What Our Clients Have To Say About Us...
 "Since I started using The Unlimited Referrals® Marketing System, I've been getting a steady stream of referrals. I recently got a referral to a new client with $6 million in assets. He, in turn, referred me to a client with $5 million in assets. With the use of this system, my revenues have grown 5-6 times. It's been phenomenal."
-Larry Briskin, Lincoln Financial, Bethesda, Maryland
 "I told a client that I accept new clients and that I would appreciate if she would not keep me a secret. She immediately thought of her sister who in the past told her she was not happy with her financial adviser. I met the sister at 10:30AM the following Monday and not only did she come with her check book, she invested $1million with me! Thank you for your guidance and for a referral system that produces incredible results."
-Larry DeNoia, CPA CFP, ITI Strategies,
Peekskill, NY
 "I’m having the best year of my career and a lot of it has to do with getting more and better referrals – and using your strategies. I went through the 4-step process with a client. Before I could do anything else, he was on his computer - printing out a list 10 business owners who had bought from him saying that he would email these guys that I would be calling. He also said, “By the way if you do well with this list, I have plenty more.” The bottom line is your system works – even when I only use some of your strategies."
-James Wendlandt, CLU, ChFC, Northwestern Mutual Financial Network
"Your referral system is great and has resulted in many new clients and a substantial increase in my yearly revenue. Per your suggestion, I've made a habit of sending a gift to everyone who gives me a referral. Clients appreciate the gift, they're flattered. It also reinforces the act of their giving referrals making future referral conversations more likely to result in more referrals. When your gift is something clients see or use regularly, like a pen, they will tend to think of you more often.
“I gave one client a “thanks for the referral gift” and he gave me 12 referrals next time we met for lunch. Another gave me a referral that led to multiple sales of life insurance and disability insurance plus investments. My total insurance commission from this one client for the first year was approximately $12,000. My commission on the investments in the first year totaled close to $50,000. Sending a small gift to say thank for referrals can result in a huge return down the road."
-Kenny Horowitz, Financial Advisor,
New York, NY
"I now average 10-15 referrals per client…I don’t have to make cold calls anymore…My business has TOTALLY changed."
-James Johnson, Financial Professional
"Since making an all out commitment to your approach four months ago, I have gathered more than 80 referrals. Of these, nearly 20 became prospects as a result of my clients getting permission for me to call. So far, four have become clients. Others, I have not yet been able to reach. Six or so have declined to meet with me.
Historically I have received about twelve referrals a year and eight have become clients. As my follow-up improves using your system, I expect to convert at least 50% of prospects into clients.
My success so far has been the result of asking clients about the value I have brought to them. When I get a strong endorsement of my work, the request to brainstorm with them is hard for a client to refuse. Narrowing the field by guiding client thinking to specific groups with whom they associate has also helped.
The system you teach works. I encourage people to use it."
-Bill Old,
Ameriprise Financial Advisors
"Two weeks after applying your system I brought in a 4 million dollar client. A week later, I brought in an 8 million dollar client. Needless to say, your system paid for itself many times over and will do so for the rest of my career."
-Brian Fox,
Independent Financial Advisor, Parsippany, NJ
"I really found your training session valuable and have had early success with your techniques. The day after your session I had an appointment with one of my best clients – one whom I have never asked for referrals. I had my Introductions Journal ready to go and used your VIPS Method for the very first time.
It went really well. Since it was my first time, I fumbled over the language a bit, and I have to admit they seemed a little bit unsure at first. Now I know what you mean about how my confidence affects their response. But, I didn't give up. When I used your "we're just brainstorming" approach, they relaxed and I ended up getting three referrals!
My clients promised they would speak to each prospect at church on Sunday to set the introduction for me to call. Lo and behold, my client did speak to all three of their friends. Not only did all three of these folks want to talk to me, my client said to me, “If you want to stick some more of your business cards in the mail to me, I’ll approach more people for you – if you want
me to.”
Then, the next day I went through the same process with a brand-new client after my first meeting with her and she was eager to introduce me to her son.
I've committed to either asking for introductions, or at the very least planting a specific seed (if the timing or relationship doesn't feel right to actually ask then) in all of my appointments from here forward and look forward to really great results.
I'm sure it isn't this easy every time, but what a great way to start with your system. I really like the vision you had us share toward the end of the session. That made a great difference for me.
Thanks again for all of the great information."
-Micah Wangerin, Thrivent,
Minneapolis, MN
"Your presentation was amazing. I will always remember your story on courage. Brilliant! My team implemented just one idea: the value discussion. We have had good results. We have received 5 referrals ($250,000 plus -- and one was $1,000,000) plus a few clients have added more money to their portfolios. One would think with such great results that we would be having the value discussion every day!"
-Mary Collins, CFP, Collins Financial, Seattle, Washington
Our systems and products produce significant results!
Contact us today by calling 1-800-488-5464 or e-mail us.
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