Mike Garrison is a respected source for referral marketing training, coaching and consulting in the financial services and exit planning space. Take advantage of Mike’s expertise and unlock your growth potential.
Build your own Strategic Referral Team
Get more referrals from Centers of Influence
Get access to our coaching and training community
How we help drive growth in your firm
Consulting
Negotiable
Based on daily rate* and access to wild trout streams
On-site expert consulting from Mike on creating the referral outcomes you and your team want and deserve. Travel expenses billed separately.
Speaking & Workshops
Negotiable
Based on daily rate* and access to wild trout streams
A unique event for your team combining sales truth with the power of a predictable referral system. Format can be adjusted, but Mike’s favorite type of presentation is a short presentation and then open ended Q & A.
Study Groups
$1,000
Per Month
10-12 Member groups of financial advisors focused on working with business owners and exit planning
Professional Certification
Currently in development
Contact us for more info
For internal and external training professionals and coaching. Offers a license to offer the SRT system to your clients and/or employees. This is currently in development for Summer 2024.
*Daily rate | $4,500 plus expenses
Who I am a Good Fit For
Detail oriented and values-based financial advisors and small business owners that are looking to successfully navigate from individual success to leading a team driving to create enterprise value.
Professionals that want to capture the true power of referrals at every level of their company.
Learners: If you are a voracious learner we are going to be awesome together.
Successful professionals that can invest serious time & money into their next level of performance. If you have decided to change and are committed to it I know that we can provide significant value.
Essentialists: Client success is more about the client’s ability to avoid distraction and maintaining focus than it is about some miracle insight. Your ability to understand what is truly essential for your business/life vs. what is merely important will be the crucial factor in our success together.
Who I am a Good Fit For
Detail oriented and values-based financial advisors and small business owners that are looking to successfully navigate from individual success to leading a team driving to create enterprise value.
Professionals that want to capture the true power of referrals at every level of their company.
Learners. If you are a voracious learner we are going to be awesome together.
Successful professionals that can invest serious time & money into their next level of performance. If you have decided to change and are committed to it I know that we can provide significant value.
Essentialists. Client success is more about the client’s ability to avoid distraction and maintaining focus than it is about some miracle insight. Your ability to understand what is truly essential for your business/life vs. what is merely important will be the crucial factor in our success together.
