Free — No Credit Card Required

3 Introduction
Strategies You Can
Use
This Week.

Free 3-part training from a 25-year MDRT veteran. No fluff. No sales pitch. Just three strategies that have generated over 7,500 client introductions — delivered to your inbox, one per day.

7,500+

client meetings tested

25 years

in the business

Free

no strings attached

The Training

Three Emails. Three Strategies. This Week.

Over the next week, I’m going to send you three emails. Each one contains a specific introduction strategy you can use immediately — as in, in your next client meeting.

Email 1 — Day 1

The If/Then Agreement

The verbal contract you make with every new client that sets the expectation for introductions from the very first meeting. This one technique eliminates the awkwardness of “asking for referrals” forever.

I’ve used it in 7,500+ meetings. Exactly two people have said no.

→ Works in your very next client meeting

Email 2 — Day 3

The COI Approach

How to identify your best Centers of Influence? The 20% of your relationships that produce 80% of your introductions and exactly what to say to activate them.

Attorneys, CPAs, real estate agents, HR directors. You already know these people. You’re just not working them correctly.

→ Identify your top 5 COIs this week

Email 3 — Day 5

The LinkedIn Introduction Method

The morning routine I used to generate an average of 2 extra introductions per day using LinkedIn DMs. Takes 10 minutes. Zero ego bruising.

Works whether you have 500 connections or 5,000.

→ 10 minutes tomorrow morning

About Joe

Joe Templin

Joe Templin has 25+ years in financial services, multiple MDRT qualifications, and has trained thousands of advisors. He’s the creator of The Intro Machine — a system for building an introduction-based practice in under 90 days.

He’s also a former International Tae Kwon Do Champion, ultramarathon runner, and die-hard Yankees fan. He lives by one rule: every introduction is worth $100.

25+ Years Experience

MDRT Qualifier

7,500+ Client Meetings

TKD Champion

Ultramarathon Runner

Still Here?

Get the Strategies.
Try Them
This Week.

Then decide if you want the full system. No commitment, no credit card — just the three strategies that changed how I practice.