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REFERRALS BOOST
We Help Financial Advisors Acquire CPA & Attorney Referral Partnerships & 2-3X Their High Net Worth Referrals
Here Is How it Works:
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We Connect, Qualify, & Schedule Appointments for You With Local CPA’s & Attorneys
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We Put You Across Referral Partners Who Are Engaged & Open to Refer High Net Worth Clients of Data
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Done For You Appointment Setting (Without Having to Cold Call Anyone)
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Close more sales by engaging with the right leads across multiple platforms
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Results-Based Framework That's Proven to Convert & Give You an Unfair Advantage in the Marketplace 
30 COI Partner Appointments Booked Within 90 Days
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BUILDING A RELIABLE COI PARTNERSHIP IS ONE OF THE SUREST WAYS TO ENGAGE WITH NEW QUALITY PROSPECTS & GROW YOUR PRACTICE.
Here’s why:
  • 68.9% of affluent investors find their primary financial advisor through their attorney or accountant
  • If you only include investors with more than $10 million in assets, the percentage that rely on their attorneys and accountants for referrals rises to 89%
  • Prospects that you receive from a COI partner typically values working with a professional and are much more likely to value your advice 
  • Client retention is higher when referred by a COI partner & presents an opportunity for a deeper relationship
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IF YOU'VE TRIED
  • Buying SmartAsset leads but getting zero R.O.I or low quality leads
  • Traditional marketing (direct mail, magazine ads, etc.)
  • Wasting time on building lists & cold calling
  • Attending BNI networking events
  • Doing lunch and learns
  • Ineffective approaches cultivating COI partnerships

But it's still not getting you the kind of reliable referral sources or quality referrals to hit your revenue goals, then there is a much more effective and more profitable strategy to bring you more referrals with less effort and time.

Our clients average 5-15 COI partnerships in a span of 90 days or less! 

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Grow your book
fast using a holistic team-based approach
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Focus on
high-paying
activities
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Reduce your marketing costs
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Become the most trusted advisor in your area
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