7+ Essentials Referral Strategies

Staying in touch with your Top 150 contacts is the key to your success and to growing your business By Referral Only. Because most agents and lenders don’t have the time or resources to do this, we’ve created a system that acts as your referral assistant. The 7+ Essential Referral Strategies is systematic, consistent messaging and communication via email, social media and direct mail.

Click here to learn more and see specific examples of what we send on behalf our clients every month.

Get Certified

Certified By Referral Only Consultant (CBROC) designation lets your clients know that they can feel comfortable referring you because you’ve gone through comprehensive training to put systems and processes in place to take care of the people they refer to you. Once you complete the 10 courses you’ll be included in a directory of CBROC agents and lenders to highlight and promote your achievement.

Click here to learn more about the CBROC certification program and review the classes.

Wisdom Wednesday

Get LIVE weekly coaching from Joe Stumpf, plus LIVE coaching from our Inner Circle of the top Real Estate Agents and top Lenders in North America.

Every Wednesday, you’ll see exactly what the most successful agents and lenders are doing to succeed in today’s market… and every month, you’ll get a custom step-by-step plan for achieving your goals. Our highest paid agents and lenders say the Wisdom Wednesday Webinars are the #1 strategy that helped them BREAKTHROUGH to earning a high six-figure income, working less than 40 hours per week.

MyClients – Referral Management System

This is the ultimate CRM – mail, email, track to-dos, manage your lists, know which relationships are creating referrals for you and calculate lifetime value, all fully integrated to work with all your strategies and programs; plus it syncs with popular mobile devices.


BroVance is an advanced Coaching and Accountability Program with Joe Stumpf and a team of like-minded By Referral Only members who build their businesses through accountability and support from each other, ensuring their progress from stability to success to significance through daily, weekly, monthly and quarterly personal connections.

Click here to take a glimpse into BroVance.