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Owned by Rob

Referral Workshop

2 members • Free

A three-day workshop empowering you to build and maintain referral partnerships. Printouts and actional steps included. Flat fee, no monthly costs.

Memberships

2 contributions to Referral Workshop
Weekend Workshop
Join me this weekend for the Referral Workshop. Plan for 1hour both Friday and Saturday classes and 2 hours for Sunday's session, or "binge" all three at once. You'll be ready to apply these tactics by Monday morning. One-time price, no monthly subscription, upsells or any additional purchases offered. This course was designed to help you expand your network and secure consistent referrals, for less than the price of a decent lunch. Enjoy!
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Weekend Workshop
Time Management
Try thinking in terms of percentages, not dollars or hours! There is too much focus on the whole numbers as our goals. You don't NEED a billion dollars any more than you NEED 100 more hours in your day! What you do is a practical way to adjust and evaluate time as a regular on-going process. If you are looking to adjust your mindset and look for more efficient ways to grow your practice with LESS time and LESS costs, then join us for a fun min-workshop this weekend focused on developing real and reliable referral partners. Not everyone has a natural network when they start out but this course will help you create and maintain one. The course was developed from over 20yrs of experiences (and experiments), and I'm happy to share the lessons learned, helping you grow with the knowledge that I wish someone had taught me, many years ago. See you in class!
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Rob Banas
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5 points to level up
@rob-banas-6961
Robert F. Banas, CPFA - Over 20yrs in finance. Founder of WILCO Wealth Management LLC. Managing Partner and CFO - C Suite Insurance LLC. Broadcaster.

Active 4h ago
Joined Jun 16, 2026
Buffalo NY