The Strategic Referral Team (SRT) is a project focused on driving growth through private coaching and collaboration community for successful professional service firm owners who want to systematically attract, engage, and close their ideal clients, clients with lifetime values that make every engagement worth 10x or more than their investment in SRT.

We teach you how to identify exactly who your ideal clients are (by name), understand how they buy, and design a sales, marketing and relationship strategy that makes you the obvious choice for them.

Referrals are part of that strategy, but the real goal is to help you build a business that grows on purpose, with the right clients, at the right price.

SRT is built for owners of professional service firms who already have a successful business but know their next level in the age of AI won’t come just from more volume, it will come from better clients.

Our members include:

• Financial advisors and planners
• Accountants and advisory firms
• Attorneys and estate planners
• Business consultants and coaches
• Commercial insurance and real estate professionals
• Exit planners, valuation experts, and M&A advisors

If you’re a high performer who values relationships over cold leads, and you’re ready to intentionally pursue clients who create long-term enterprise value, this program is for you.

Most marketing programs teach you how to “get attention.”

Most networking groups teach you how to “meet people.”

We teach you how to get chosen by the exact clients who can transform your business.

Our approach doesn’t rely on begging, chasing, posting, or pitching. Instead, we help you:

1. Define precisely who your ideal clients are (by name, industry, or profile).
2. Map the relationships that connect you to them.
3. Build the strategies and systems that earn their trust and win their business.

Referrals are just one channel. The real outcome is consistent, predictable acquisition of ideal clients, with less noise and more purpose.

Members join SRT to make one transformation:

To go from hoping for ideal clients to systematically landing them predictably.

Here’s what typically happens within the first 6–12 months:

• You identify and prioritize a clear list of high-lifetime-value clients you want to win.
• You build a relationship and marketing plan designed specifically to connect with them.
• You improve your messaging and positioning so the right clients see you as the only logical choice.
• You increase both revenue and profitability, often landing just one new client that more than covers your annual investment.
• You start to migrate your insights and success to your team.

Our goal is to help you build at least a 10x ROI pipeline of dream clients not random leads.

Every SRT member gets:

• Two in-person strategy sessions per year in Roanoke, VA, focused on client acquisition design.
• Monthly training and Q&A on advanced relationship-based client growth strategies.
• Monthly “Office Hours” for tactical execution support.
• Weekly accountability check-ins to track ideal client activity and progress.
• Private community access with peers who are all building high-value client portfolios.
• Frameworks, templates, and AI tools to identify, target, and close ideal clients faster.

This isn’t theory, it’s hands-on implementation with measurable results.

We start by assessing your Ideal Client Potential.

1. You’ll complete our Scorecard Assessment, a brief diagnostic that determines your current client mix, growth capacity, and opportunity value.
2. If your score meets our threshold (or you’re fully committed), you’ll receive a personalized invitation to schedule a 1:1 strategy session.
3. Before that session, you’ll complete a Client Value Questionnaire so we can quantify what a single ideal client is worth to your business.

We’ll then create your personalized 90-Day Acquisition Plan, setting the baseline for tracking and improving your results.

Membership is $1,000 per month, billed monthly, with no long-term contract.

To make SRT worth it, your ideal client should represent at least 10x your annual membership investment, typically $150,000–$250,000 or more in lifetime value.

If that describes your client base, the ROI is straightforward:

One new ideal client a year can pay for your SRT membership many times over.

Plan for 4–6 focused hours per month including live calls, accountability updates, and intentional outreach to potential clients or collaborators.

This is not a full-time marketing initiative.

It’s a precision strategy built for experienced professionals who value efficiency and results over activity.

We don’t guarantee outcomes, we guarantee process, clarity, and accountability.

If you follow the framework, you’ll have:

• A defined list of ideal clients.
• A clear plan to reach them.
• A measurable path to build lifetime-value relationships.

And you’ll be surrounded by peers who hold you accountable to actually doing it.

If you engage fully, you will grow.

Yes. Many firms include more than one partner or rainmaker.

Each participant completes their own Scorecard and works from an individualized plan, but we often align firm-level strategy for maximum impact.

Agencies build campaigns.

We build confidence and control.

We teach you how to own your business development process to never depend on someone else for leads again.

Instead of buying attention, you’ll earn alignment with clients who value what you do and are ready to pay for it.

We recommend a 90-day minimum to establish your baseline and launch your first acquisition plan. After that, membership is month-to-month, you stay because you’re seeing results, not because you’re locked in.

SRT members are owners of successful, high-integrity professional firms who share one trait: they want to grow smarter, not louder. They’re done with “busy” marketing. They’re focused on identifying, connecting with, and winning the right clients, the ones who elevate their brand, their business, and their life.

Yes, strategically.

We use AI-driven tools to help members:

• Calculate lifetime client value.
• Identify warm relationship paths to specific targets.
• Track relationship momentum and engagement data.
• Automate outreach intelligently without losing the human touch.

It’s all about clarity and leverage, not replacing relationships, but focusing them.

1. Take the Ideal Client Scorecard (it’s free, takes 5 minutes).
2. Review your results and see what your current client mix is costing you.
3. If it looks like a fit, schedule your 1:1 strategy consultation.

We’ll walk you through your results, map your ideal client opportunity, and decide together if SRT is the right next step.

That’s completely fine.

Start by subscribing to our newsletter and podcast, where we share strategies for identifying and winning ideal clients.

Apply one or two ideas. When you start seeing results, you’ll know when it’s time to join the full program.

Our mission is simple:

To help 50 (and eventually hundreds) of elite professionals build businesses that grow intentionally, through acquiring ideal clients that create exponential value.

We believe the next decade of growth in professional services won’t come from more marketing, it will come from precision relationship systems that connect the best firms to the best clients.

That’s a great question and it’s one we get a lot.

Mastermind and CEO groups like Vistage or LX Council are designed to help you become a better leader by sharing experiences, solving broad business challenges, and gaining perspective from peers.

The Strategic Referral Team is designed to help you acquire better clients intentionally, predictably, and profitably.

Where those groups focus on insight and discussion, we focus on execution and results.

You won’t just talk about growth, you’ll build and track a real system for attracting and closing ideal clients worth at least 10x your investment.

Many of our members actually belong to both: they use CEO groups to sharpen leadership, and SRT to drive targeted, measurable business growth.

You can:

• Take the Scorecard Assessment.
• Schedule a consultation.
• Or simply reach out to our team via email.

We’ll help you determine if SRT is the right fit and, if not, point you toward a next step that makes sense for your goals.