Events Sandler for Advisors - Referrals the Sandler Way

Most financial advisors hope for referrals. High performing advisors engineer them.

In this session, advisors will learn how to generate consistent, high-quality referrals using the Sandler methodology without asking at the wrong time, sounding needy, or damaging client relationships. This class reframes referrals from a “favor” into a natural byproduct of value, trust, and clear expectations.

Participants will learn how to build referrals into their sales and service process, so referrals happen by design, not by chance. Referrals shouldn’t feel awkward, forced, or desperate.