We Don’t Trade Referrals. We Build Results.
The Strategic Referral Team (SRT) is a growth and accountability community for owners of successful professional service firms who are ready to take full control of their business development.
Our purpose is simple: to help you attract, win, and retain ideal clients by becoming the kind of leader whose success never depends on anyone else.
We don’t swap leads or sell hype. We create clarity, discipline, and results through focused collaboration and accountability.
Why We Exist
Most firm owners don’t struggle with ability, they struggle with focus and consistency. After a certain level of success, traditional marketing stops working, and random referrals aren’t enough to grow strategically.
SRT exists to help you build a repeatable, relationship-driven growth system that fits your firm, your market, and your leadership style.
Our mission is to turn capable owners into confident rainmakers who consistently win ideal clients — not by luck, but by design.
What Makes SRT Different
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1. Ownership Over Outcomes Every member takes responsibility for their own growth. We don’t wait for opportunity we create it.
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2. Accountability That Drives Action We set clear goals, track progress, and hold each other to results that matter, not empty activity.
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3. Collaboration Without Dependence Members share insights, strategies, and honest feedback not referral quotas. The goal is to empower each other to dominate our own markets, not rely on anyone else’s.
How It Works
SRT brings together firm owners from across professional disciplines who share common values — integrity, purpose, and performance.
- Two In-Person Gatherings per Year Deep-dive sessions in Roanoke, Virginia focused on strategy, systems, and execution.
- Ongoing Accountability Structured check-ins and a private online platform where members track goals, share progress, and stay accountable year-round.
- Proven Frameworks Tools and models to help you clarify your ideal client, build a consistent acquisition process, and measure progress in real time.
Who We Serve
SRT is for established firm owners whose average client lifetime value exceeds $250,000 — professionals who understand that growth at this level requires precision, not volume.
Our members include:
- Wealth management, legal, and accounting firm owners
- Consulting, coaching, and M&A advisory firm leaders
- Boutique professional service entrepreneurs who serve sophisticated clients
They’re not chasing clients. They’re refining, focusing, and executing — together.
Our Commitment
We exist to help you grow without sacrificing who you are or what matters most. That means growth rooted in credibility, fueled by discipline, and sustained by integrity.
If you’re ready to lead your own growth — not wait for it — you’ll fit right in.