We Build Powerful Referral Partnerships
The Strategic Referral Team connects elite professional service firm owners who serve business owners — helping them generate consistent, high-value referrals and build thriving practices.
We Build Powerful Referral Partnerships
The Strategic Referral Team connects elite professional service firm owners who serve business owners — helping them generate consistent, high-value referrals and build thriving practices.
At SRT, our focus is on helping you build and optimize your own Strategic Referral Teams. In fact, we bet that you already have one built. We can quickly help you get it producing results that will change your life.
We provide the training, coaching and community to ensure you save time and increase profit.
Who We Are
The Strategic Referral Team brings together accountants, financial advisors, attorneys, consultants, and other professional service providers who share a mission: to help business owners succeed.
Our members learn, collaborate, and refer using a proven framework that turns relationships into results.
What do you want to learn about most?
“We don’t just talk about referrals to ideal clients— we engineer them.”
We help you build a referral system that works as hard as you do.
The Strategic Referral Team is where motivated professionals come to learn, implement, and master the art of strategic referrals.
Together, we apply a proven system, built from decades of experience, to help members:
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How to build your own
Strategic Referral Team? -
How to get more referrals from Centers of Influence right now?
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How to get access to our coaching and training community?