REFER AND COLLAB

Referral Incentive

When I’m accepting new clients, I offer session discounts or credits for referrals—whether they come from professionals, friends, or clients. I’m also happy to offer a complimentary session to anyone you believe would benefit from this work.

Word of Mouth Referrals

Word-of-mouth referrals are the strongest endorsement of my work—built on trust, results, and real transformation. When clients share their experience, they help others discover the power of a personalized MAP (Master Action Plan).

“I referred a close friend to Joey during a time when they were feeling overwhelmed—personally and professionally. After just one session, they told me they felt lighter, clearer, and genuinely supported. It’s rare to send someone a resource that actually exceeds expectations, but this did. I’ll continue sending people his way without hesitation.”

— Trusted Advisor, California

Partnering with Professionals to Enhance Client Results

At Baldwin Integrated, I work with other professionals—not in competition—to amplify client outcomes. I’m often brought in by attorneys, coaches, and advisors to help clients organize strategies, track progress, and keep action items moving. My MAPs complement your work by reinforcing your insights, improving retention, and making your value even more visible. While you focus on high-level strategy, I manage the details—ensuring nothing slips through the cracks. Together, we turn vision into action with clarity and alignment. I also support coaches and advisors by attending calls or reviewing transcripts (including AI-generated) and turning them into structured MAPs. This process captures key insights, decisions, and next steps—transforming ideas into visual, actionable frameworks your clients can follow with clarity and confidence.

Partner Spotlight: Strategic Mapping for High Net Worth Clients

Partner: Boutique wealth management firm serving ultra-high-net-worth families with multi-generational strategies. Challenge: Several of the advisor’s top clients were navigating complex transitions — liquidity events, family dynamics, and legacy planning — but the firm lacked a structured way to support these needs beyond traditional financial advice. Solution: We partnered to offer strategic mapping as a white-labeled value-added service. The advisor billed the client directly through his firm, while I supported discreetly as an external consultant. Each client received a customized Master Action Plan (MAP) focused on:Family communication & successionLifestyle planning post-liquidityAdvisory team coordinationPhilanthropic and impact strategyOperating business clarity Outcome: Clients received clarity, structure, and shared decision-making tools The advisor deepened relationships and stood out in a competitive market Compensation flowed through the firm as a clean vendor agreement We've since collaborated on 6+ client plans across generations “Joey helped us deliver a level of planning that our clients didn’t even know they needed — and that we couldn’t have done internally. It’s deepened relationships and helped us stand out in a crowded market.” — Managing Partner, Wealth Advisory Firm

Financial Services Experts (CPA's, Financial Advisors)

You provide financial strategy—I help clients follow through. Through personalized MAPs, we guide them through major decisions and long-term planning. Together, we offer a holistic service that boosts clarity, accountability, and retention.

Attorneys and Legal Specialists

Legal strategies are complex—I help clients stay on track. My MAPs turn legal plans into clear action steps, tracking tasks and streamlining communication so you maintain full visibility. I handle the details while you focus on delivering high-level legal counsel, highlighting the value you deliver every step of the way.

Boards, CEOs, Business Owners

I align leadership teams around shared goals—personal and professional. Using MAPs, I help executives and employees optimize habits, priorities, and workflows. I also build centralized dashboards that serve as living strategy tools and meeting agendas—keeping operations and decisions aligned across the business.

Executive & Corporate Coaches

I turn your insights into lasting impact. By mapping habits, goals, and strategy into one visual system, your clients gain clarity and direction. For offsites, I provide structured take-home MAPs to reinforce key lessons and enhance long-term results—helping you showcase your expertise with tangible outcomes.