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Digital Marketing Online Class Program Instagram Story (Postcard) (8.125 × 10.875 in) (10.

Start Date: TBD


  • Financial Advisors and Wealth Managers growing their practice - Independent and RIA Channel

  • Business Development Advisors and Associates on a Team 

  • Assistants Helping Implement a Business Growth Process   

In today’s changing market, it is important for Financial Advisors to have a systematic process for ongoing introductions from clients and COIs. We help advisors create a consistent process for adding a targeted number of ideal clients each year.

The Challenge:  Advisors need a system to identify who a client or COI knows and how to comfortably ask for an introduction. 

The Solution: Sign-up for The New Client Generator program to implement a proven process and blueprint.  


The New Client Generator is an interactive program that provides the steps, templates, and blueprint with scripts to ask for targeted referrals and convert them into clients. The program combines a learning session with a follow-up video for implementation and accountability.

Learn the strategies that are working for top advisors in Canada and the US from two top Financial Advisor Coaches.



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April Lynn Levitt
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April-Lynn Levitt

Business Coach and Speaker, The Personal Coach, Canada

April has been a professional business coach with The Personal Coach since 2006 and is passionate about helping advisors and their teams reach their potential.

April previously worked for 10 years with MD Management as a top Financial Consultant and Regional Manager in the Calgary office managing $1 billion dollars for physicians and their families. Prior to that she was an independent financial advisor in Vancouver specializing in the professional women’s market.

April has her Bachelor of Commerce with Distinction from the University of Alberta, her CFP, and extensive coaching, sales and management training.  She is a frequent speaker and contributor in the financial services industry.  

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Maureen Wilke, President

Wilke and Associates, Inc. and The Connected Advisor® Business Development Systems, USA

Maureen is a results-focused financial services leader with a successful track record delivering digital and in-person business development, sales effectiveness, and advisor practice management programs (The CONNECTED Advisor®) to drive growth and bring technology to life.

Her experience includes Managing Director Guggenheim Investments, Money Management Institute’s CDE Advisory Board, and founding member MMI’s Women in Wealth Management.

She has delivered Sales Training to over 30 financial firms and has led business development, coaching, and study groups for top advisory teams.

She also is an Author of The CONNECTED Advisor: Eight Months to Build Your Extraordinary Practice.


WEEK 1 May 14

WEEK 2 May 21

WEEK 3 May 28

WEEK 4 June 3

WEEK 5 June 11

WEEK 6 June 18

WEEK 7 June 25

WEEK 8 July 9


Overview & Identify Target Referrals

Ideal Client Profile Targeting

3 Steps to LinkedIn Referrals

Blueprint for Referral Introductions

Value Conversations

Value Conversations Debrief

Centers of Influence (COIs) Referral Strategy – A Win, Win, Win

Converting Referrals to Client - Action Steps for Results

Successful Client and COI Events


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