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Who this is for
Independent professionals and advisers who:
Work directly with clients
Value trust and reputation over tactics
Want referrals to be consistent, not awkward or accidental
How it works
Six structured phases
Each phase combines short learning segments with practical, real-world application
Designed to be completed alongside normal client work
Typical pace: around one phase per week (flexible)
What you’ll develop
A clear referral philosophy that aligns with your values
Practical language and structures for referral conversations
A defined referral profile (who, when, and why clients refer)
A repeatable process you can return to and refine
Access
12 months access to all programme materials
Complete at your own pace
What this is not
Script-based sales training
A promise of quick or guaranteed results
Suitable for people uncomfortable reflecting on their own client approach