For financial advisors who are done leaving money on the table
Stop Asking for Referrals.
Start Getting Introduced.
The step-by-step system that helped me generate 7,500+ client meetings, multiple MDRT qualifications, and a practice that runs on introductions — not cold calls. Now I’ll show you how.
3
Published Books
25 Years
in Financial Services
Sound Familiar?
- You ask for referrals and get blank stares.
The meeting was great, but the moment you ask “who do you know,” the energy dies.
- Your pipeline is unpredictable.
Some months are great. Others you’re scrambling. There’s no system — just hope.
- You’re working harder, not smarter.
More hours, more calls, more effort — but your income plateaued two years ago.
You don’t have a referral problem. You have a system problem.
From $0 to MDRT... and Back Again.
I got my insurance license in the summer of 1995 while finishing grad school, running the college bar, training for my second-degree black belt, and working weekends at a local store. I was 23 years old and didn’t know what I didn’t know.
Within six months, I was running our college internship program. Within a few years, I was making MDRT, writing 100+ lives a year, and building an investment business from scratch. I earned my CLU, ChFC, and passed the CFP exam before I turned 30. I recruited over a hundred people into the profession. I was speaking at NAIFA events across the country. I was doing everything right.
Then life happened.
I’ll spare you the details — you have your own version of this story. The point is that when I needed to rebuild, I didn’t have to start from zero. I had a system. The same system I’d been using, refining, and teaching for 25 years. A system built on one principle that changed everything for me in 1995 and still works today:
Every introduction is worth $100.
That’s not a metaphor. That’s math. If you get 500 introductions in a year and you make $50,000, each one was worth $100 to your income. Get two more per week, that’s a $10,000 raise. It’s that simple.
I’ve sat across from over 7,500 clients and potential clients. I’ve tested every approach, every script, every strategy for getting introduced. I built a process that works whether you’re brand new or you’ve been in the business for 20 years. And now I teach it.
That’s The Intro Machine. A system for building an introduction-based business in under 90 days.
Everything You Need to Build an Introduction Machine
- Item 1: Weekly Training Videos
Every week, a new 10–15 minute training video covering a specific introduction strategy you can use immediately. No fluff, no theory — just what works, from someone who’s done it 7,500+ times.
- Item 2: Weekly Newsletter
- Item 3: Monthly Live Coaching
- Item 4: Training Library
- Item 5: The 90-Day Tracker
Invest in Your Practice
Founding Member
$99/ month
Locked for Life
- Full Library Training
- Weekly Videos
- Weekly Newsletter
- Monthly Live Coaching
- 90-Day Tracker
- All Worksheets & Templates
- Every New Piece of Contents We Add
Standard Monthly
$149/ month
- Full Library Training
- Weekly Videos
- Weekly Newsletter
- Monthly Live Coaching
- 90-Day Tracker
- All Worksheets & Templates
- Every New Piece of Contents We Add
Standard Annual
$1,299/ year
(Save $489)
- Full Library Training
- Weekly Videos
- Weekly Newsletter
- Monthly Live Coaching
- 90-Day Tracker
- All Worksheets & Templates
- Every New Piece of Contents We Add
Pricing Support Copy: If every introduction is worth $100 to your practice, you only need one extra introduction per month to pay for this. Most members report getting that in their first week.
What Advisors Are Saying
Sarah M., Financial Advisor, 8 years
Joe’s process helped me hit MDRT for the first time in my 9th year. The introduction language alone was worth 10x the subscription.
Michael R., Wealth Advisor, 12 years
David K., Insurance Agent, 5 years
Sarah M., Financial Advisor, 8 years
Book Joe
Not Ready to Join? Start Here.
Get my free 3-part training: “3 Introduction Strategies You Can Use This Week.” No fluff. No sales pitch. Just three strategies that work, delivered straight to your inbox over the next week.
I’ve been refining these for 25 years and 7,500+ client meetings. They work whether you’re brand new or a 20-year veteran.
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