The Referral Momentum Free Challenge
4 Days to Jumpstart Your YearÂ
with Confidence, Clarity, and New Opportunities
Start the year the way top Financial Advisors do—focused, confident, and in demand.
January sets the tone for your entire year.
And referrals? They are still the fastest, most profitable, and most fulfilling way to grow a Financial Advisory practice—
If referrals have ever felt:
- Inconsistent
- Awkward to ask for
- Too dependent on luck
- Hard to track or sustain
This live challenge will change that.
What This Challenge Is Really About
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The best Advisors don’t beg for referrals.
They don’t use scripts that feel salesy.
And they don’t hope referrals “just happen.”
They lead.Â
They use their own authentic language.
They focus on the right markets.
And they have simple systems that support consistent growth.Â
The Referral Momentum Challenge is a 4-day live experience designed to help you build those
exact skills—quickly, clearly, and confidently.
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What You’ll Learn in 4 Powerful Days
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Day 1: Referral Mindset Reset
Shift from uncomfortable asking to earned introductions.
You’ll learn how top Advisors think about referrals—and why confidence is the real catalyst for growth.
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Results:Â Referrals start to feel natural, deserved, and aligned with how you serve clients.
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Day 2: Referral Language That Works
Learn what to say, how to say it, and when.
No scripts. No pressure. Just clear, meaningful language that invites introductions.
Results: You’ll know exactly how to have referral conversations—with ease and conviction.
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Day 3: Markets That Multiply Referrals
Stop trying to be everything to everyone.
Discover which markets inside your existing relationships create the highest-quality
referrals.
Results:Â Clarity on where to focus so referrals increase without more effort.Clarity on where to focus so referrals increase without more effort.
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Day 4: Personalized Tracking Plan & Systems
What isn’t tracked doesn’t grow.
You’ll build a simple, practical system to track referrals, follow up professionally, and
stay consistent.
Results: Referrals become predictable—not accidental.
Bring everything together into a clear, executable strategy you can use all year.
Results: You finish the challenge confident, focused, and ready to take action
immediately.
Who This Challenge Is For
This challenge is designed for Financial Advisors who:
Want consistent, high-quality referrals Are tired of guessing what works Want to feel confident—not awkward—talking about introductions Are serious about starting the year strongWhether you’re a newer Advisor building momentum or an experienced Advisor refining your edge, this challenge meets you where you are—and helps you level up fast.
Why Learn This from Andrea Bullard
Andrea Bullard is a renowned expert in business development and a leading coach for high-performance teams in the financial industry. With her guidance, she has empowered numerous individuals to scale their businesses to remarkable levels, achieving multiple six and seven-figure success while reclaiming precious time and enjoying peace of mind.
In the October/November 2021 issue, Forbes magazine recognized the top 250 advisors in the life insurance industry, and Andrea's impact was evident. She coached and mentored 25 individuals from this esteemed group, including three within the top 10.
Andrea’s clients don’t just make more money—they gain:
Confidence in their leadership Clarity in their message Systems that support growth and peace of mindperforming Advisors—not theory, not trends.
CHALLENGE DETAILS
- Format: Live, 60-minute live zoom sessions
- Duration: 4 consecutive days
- Start Date: January 13
- Who: Financial Advisors or Lead Advisors
- Investment: You are my guest!
Start the Year with Momentum
Referrals don’t have to feel hard.
They don’t have to feel forced.
And they don’t have to be inconsistent.
They start with clarity, confidence, and leadership.
If you’re ready to reset how you approach referrals—and start the year with momentum—this challenge is for you.
