ah, i read your original post to exclude
all records that were < your date.
You are asking to exclude all clients where all records are < your date and show all clients and all of there records if any one record has a date > your cut off date. if so here is one way...
group on client
create a "flag" formula to count your cut off records
if isnull(table.referraldate) or table.referraldate>=date(2009,1,4) then 1
sum this at your group level
any group tht has a record meeting your show criteria now has a value >0
insert a count of the records at the group level
use this information inthe selct expert Group selection to get your 2 criteria
count(table.field,table.clientno)<>sum(flag,table.clientno) and sum(flag,table.clientno) >0