Unlock Explosive Growth with a Referral-Driven Business Model
Referrals:
Go Big or Go Home
A CE Course Based on the #1 Amazon Best-Selling Business Book: Referrals: Go Big or Go Home
NO CALLS
NO FEAR
JUST REFERRALS
Are You Wondering How AI Will Impact Your Business?
You've just finished a great session with a client, but when it comes to asking for a referral, your throat tightens and your palms start to sweat. Sound familiar? How many times have you put off asking, telling yourself you'll do it "next time"?
It's like there's an invisible force holding you back, turning what should be a simple request into a mountain of self-doubt. But what if those unasked referrals are the key to unlocking your practice's true potential?
Are you concerned that the competition could clean your clock because they make better use of AI to grow their business? Do you find yourself curious about how Artificial Intelligence and Real Intelligence combined can power a new level of growth through strategic referrals?
The Hidden Goldmine in Your Client List
If you feel like you're walking on eggshells when asking for referrals, you're far from alone—many professionals face the same challenge. Even successful business people often hesitate, fearing they might appear desperate or pushy. Yet, here's what we know that we want you to know:
91%
of your clients and customers say they'd give introductions to people they know
but only
11%
of professionals ask for them
That's a massive missed opportunity for most businesses.
Transforming Referrals into Your Growth Engine
By implementing effective referral tools and systems, growing your business becomes effortless and impactful, making your time a valuable asset. You could:
increase your client base
enhance your quality of life
and boost revenue
all while working smarter, not harder.
Referrals offer the most cost-effective way to acquire new clients, letting you focus on high-value opportunities without the stress of juggling current and new clients.
Referral Mastery
The secret to elevating your referral game lies in practical, actionable strategies
Imagine using role-playing exercises, downloadable scripts, and cutting-edge technology to transform your approach.
Picture how refining your referral skills and leveraging examples of referable businesses could dramatically improve your success rate. Master these techniques, and what once felt challenging will become a streamlined, effective process.
Introducing
‘Referrals: Go Big or Go Home’
A CE Course that is based on the #1 Amazon best-selling business book: Referrals - Go Big or Go Home
This essential Continuing Education course is a game-changer for
seasoned financial professionals
CPAs
financial advisors
insurance agents
attorneys
and real estate professionals
looking to fulfill their requirements while advancing
toward a fully referral-based, high-growth business model.
Designed to not only meet necessary CE credits but also equip you with the tools and strategies needed to build a thriving referral network, this course focuses on actionable execution.
You'll gain practical skills, including effective scripts and enhanced referral IQ, drawn from over 80 years of combined experience in the financial industry.
In just 2 hours (not including some reading material), less time than you'd spend on a round of golf, you can completely transform your approach to client acquisition and business growth.
You'll discover a proven 4-step referral system that has helped advisors significantly grow their high-value client base.
More importantly, this course can transform your approach to client acquisition and business growth while earning your required 8 hours of CE credits including the extra reading material.
Improving your focus and readiness to drive more strategic introductions into your business could add six or seven figures to your annual revenue.
That has to be better than your current approach to getting your CEs out of the way each year!
Have a look inside the course
MODULE 1:
Introduction of The Course
MODULE 2:
Webinar Reading Material
MODULE 3:
The Big Why?
MODULE 4:
How Referrable Are You?
MODULE 5:
The Value Awareness Conversation
MODULE 6:
It’s All About Them
MODULE 7:
Your Life Roadmap
MODULE 8:
Your Model Calendar
MODULE 9:
Artificial Intelligence Meets Real Intelligence
MODULE 10:
Action Plan and Next Steps For Growing Your Business
Instructors Bio
Michael Altman
CPA and Best Selling Author with over 40 years of experience in the financial services industry.. As the author of the Amazon #1 bestselling book "Referrals: Go Big or Go Home," he has helped countless advisors enhance their practices using proven strategies. My passion is empowering others to achieve the same level of business success and financial freedom I've enjoyed. Michael has received numerous awards for his nonprofit work and was recognized as one of the top 150 humanitarians in the world.
Peter Velardi
Founder and CEO of ReferMe IQ™, an innovative AI-based referral software company. With 40+ years in the financial industry, including overseeing 5,000+ advisors as a Senior leader at a Fortune 50 company, I've experienced the challenges firsthand. I've been where you are now - working long hours, stressed about client acquisition, and feeling stuck. That's why I'm committed to helping you break free from that cycle and build a thriving, referral-based business.
Together, we've designed this course to transform your approach to client acquisition and take your practice to new heights.
Join us to leverage our combined 80+ years of experience
and proven strategies for success.
Choose the Right Option for You
Referral Accelerator Package
(CE Course only)
8 Hours of CE Credits
Lifetime Course Access
10 Comprehensive Modules
Downloadable Resources & Worksheets
Proven 4-Step Referral System
Real-Life Best Practice Examples
Practice-Building Strategies
Enterprise quantity discounts available
One time payment of
$395
Referral AI Innovator Package
(CE Course + AI Referral Automation)
Referral Accelerator Package Plus
50% off Full Access to ReferMe IQ™: AI Based Automated Referral Software.
Automated referral system that generates meeting contact requests vs. chasing low conversion leads
Powerful AI capabilities for authentic and personalized content creation
Fully customizable, high conversion email templates
LinkedIn connection portal for higher network engagement and conversion
Special Bundle Price:
$995
Have questions? Reach out to Mike!
FAQs
How do I know this course will work for me?
With over 40 years of experience in the financial services industry as a Senior VP at a Fortune 50 wealth management company, Peter Velardi has helped over 5,000 financial advisors master the art of building a high-growth referral-based business. Michael Altman, CPA, and Best Selling author on referrals, spent 40 years developing and refining these same strategies. Together, they bring decades of experience to help you implement the exact behaviors that drive a thriving referral business.
How long will this course take to complete?
In just 2 hours, not including some reading material, you can completely transform your approach to client acquisition and business growth; faster than a round of golf. You'll discover a proven 4-step referral system that has helped advisors significantly grow their high-value client base.
Can I get Continuing Education (CE) credit for this course?
Great question - and the answer depends on your license or designation. This course is considered a non-technical course and is a self-report course for continuing professional education purposes. Here's a quick breakdown:
For CFP® Professionals / Financial Advisors
Yes — We are a current CFP Sponsor and have submitted this course for official CE credit through the CFP Board and are currently awaiting final approval. We’ve aligned the content with their learning objectives and anticipate formal approval shortly.
That said, it’s important to note that many CE courses aren’t officially pre-approved. Most professionals still claim credit — and only need documentation if they’re ever audited (which is rare). We’ll provide a certificate of completion and all the supporting info you’ll need to self-report or substantiate your hours.
✔ Bottom line: You should be able to count this course toward your CFP® CE hours once approved, and possibly before then, at your discretion.
For Insurance Agents
Each state’s Department of Insurance has its own rules — and typically requires CE courses to be pre-approved. At this time, this course is not approved for state insurance CE credit. However, the course can still be valuable for growing your business — even if it doesn’t count toward your compliance hours (yet).
✔ Bottom line: This is a powerful training on referral growth — but if CE credit is a must for your license, please check with your state DOI first.
For CPAs
Most states follow NASBA (National Association of State Boards of Accountancy) guidelines, which means official CPE credits usually come from a NASBA-registered sponsor although not required. This course follows the NASBA guidelines but is not a registered course with them. -Most states allow you to self-report hours under informal or non-technical categories such as this course. Most professionals still claim credit — and only need documentation if they’re ever audited (which is rare). We’ll provide a certificate of completion and all the supporting info you’ll need to self-report or substantiate your hours.
✔ Bottom line: If you’re a CPA looking for official CPE credit, you’ll want to verify with your state board. We provide completion certificate of completion documentation if you choose to self-report.
A Quick Note on CE Reporting in General
Ultimately, it’s up to you to make sure you’re in compliance with your CE requirements and to report your hours accordingly. We’re here to help and will provide all the documentation you need to back up your participation.
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