For Challenge Members ONLY

Client Referrals Uncorked Special


Client Referrals Uncorked SPECIAL!! 
  • Course #1: Choosing the Right Clients to Approach for Referrals
  • Course #2: Your #1 Client Referral Tool
  • Course #3: The Client Referral Conversation
These courses include:
  • 19 video referral lessons with Michelle in the series
  • 15 worksheets to aid in your learning, professional development and application
  • Follow along at your own pace and review as often as you like

But wait – there’s more!

Because we know how easy it is to fall back to bad habits and how many more components there are to secure a solid referral process, here are some extra bonuses to sweeten the offer only available to those in the challenge! Bonuses will expire at midnight on Sunday!
  • Free 30-minute coaching call w/our productivity coach Patty Kreamer – ($300 value) Spend time with Patty and tap her expertise to help you with a productivity pain point.
  • Invitation to an “Ask The Coach” Zoom call with Michelle!
  • Free – Michelle’s Chapter from Make Your Connections Count ”Great Givers Give Great Referrals”
All this for ONLY $599! (A $2397 value!)
Hurry – offer expires Sunday at midnight!

Register for the series of THREE On-Demand courses NOW!

This is a ONE-TIME special price for this new package…bonuses will expire at midnight on Sunday.

Hurry – offer expires Sunday at midnight!

Register for the series of THREE On-Demand courses NOW!

This is a ONE-TIME special price for this new package…bonuses will expire at midnight on Sunday.



As promised, the challenge provided a ton of expert referral insight to help you start to get more referrals from clients and eliminate self-sabotaging limiting referral beliefs and behaviors.

But that’s not even the tip of the iceberg of the referral knowledge I have in my brain. I’m filled with 18+ years of helping people get better at referrals all day, every day. I know how to get client referrals. And I want to help you get really, really good at it too!

Our new ON-DEMAND courses allow you the opportunity to get great information when you want it. It’s designed purposely in manageable chunks so it won’t take up too much of your day but collectively will dramatically improve your referral results.

Here’s what you can expect from our THREE course series called, Client Referrals UNCORKED:

Course 1 – “Choosing the Right Clients to Approach for Referrals”, will enable you to review what you learned in the 5 Day Challenge with extra content, insight, and exercises. We’ll take your foundation and add additional concrete to the information preparing you to easily apply what you will learn in course 2 and 3.

Course 2 – “#1 Client Referral Tool”, will give you exactly what you need to teach your clients how to refer you. We go into extreme detail outlining exactly what clients need to know to refer you in the best way possible. In the end, you will create an actual referral resource to use with clients that literally engages them in your referral process and empowers them to refer you successfully.

Course 3 –  “The Client Referral Conversation”, walks you through how to have the most effective referral conversation with your clients while using the #1 Client Referral Tool. This course tells you how to set up the meeting with clients, what to say, what not to say, how to appropriately use the tool, how to discuss the people that come to mind during the conversation and most importantly how to follow up and close the prospect.

Don’t let your brain cool down!

Take the next step NOW by signing up for our ON-DEMAND course series focused on getting more client referrals!

Productivity, be more productive



A little about Michelle…

Michelle R. Donovan is known for her ability to help our clients gain focus and hold them accountable to achieve exceptional results. As a referral coach and business consultant, Michelle has dramatically impacted many firms’ bottom line.  She has helped many financial firms crush their sales goals allowing them to expand to the point of bringing on more employees which often has required larger office spaces. Michelle’s clients typically surpass their personal best in business development, often doubling their performance in the first year.


Michelle’s determination and focus have given her the ability to complete incredible tasks. Among her favorites include co-authoring Amazon Best-Seller A Woman’s Way – Empowering Female Financial Advisors to Authentically Lead and Flourish in a Man’s World, writing Wall Street Journal Best Selling book, The 29% Solution, currently published in 7 languages, completing a Master’s Degree in Adult Education while working full time and owning a successful Referral Institute franchise for 11 years. She also won an amateur body building contest in college, completed two MS-150 mile bike rides and has become the “eyes” for her dog Tucker who went blind unexpectedly overnight.


As a speaker, Michelle has presented at several international, national and local conferences. Her practical application and no-nonsense approach often make her a crowd favorite at conferences. Audiences respond well to Michelle because she is committed to teaching them something of value that they can immediately put into action while engaging their mind and holding their attention. She is known for combining meaningful substance through real-life application to learning.


Ever since she was a kid, Michelle prefers to be outside any chance she gets. She favors being in her kayak on a lake with a fishing pole in her hand. She remembers the countless hours she spent fishing with her dad and/or her grandpap by her side. She loves to walk her dogs, play in the garden or make homemade wine. If you can’t find her, she probably doesn’t want to be found.


Some of Michelle’s Raving Fans

“As a young advisor, I feel very lucky to have the opportunity to work with Productivity Uncorked. The calls with Michelle and Patty are just amazing! After working with Patty, my productivity did a total 180! I look forward to a long relationship with Productivity Uncorked.”               

— Christina H., Pittsburgh, PA


“I was nine years into my career and the piece that was missing when I met the women of Productivity Uncorked — I didn’t love (and believe in) me but I made the investment in me! Yes, it was an investment, but cost is only present in the absence of value! Anyone thinking about reaching out and working with Patty and Michelle — DO IT! Do it for yourself, your professional practice and your family. I will forever advocate and refer to Productivity Uncorked.”         

— Kathryn C., Lakewood, NY


“I’m much more in control! Before I started coaching with Patty at Productivity Uncorked, I was out of control, not making the money I knew I could and I was having NO fun at work. Through my coaching with Patty, I was able to take back control of my time, my calendar, and my life so that I could strategically grow my practice.”             

— Mike G., Pittsburgh, PA


“After 15 years in the business, Patty provided me with skills that allow me to effectively run my business, instead of having it run me.  Patty helped me create capacity in the branch that I’ve never experienced before.”         

— Joellen N., Northeast, PA


“I worked with Patty and she was instrumental with helping me to get organized so I could continue to bring on new business.”  

Dan M., Pittsburgh, PA