Referrals Boost

We Help Financial Advisors Acquire CPA & Attorney Referral Partnerships & 2-3X Their High Net Worth Referrals

Here Is How it Works:

We Connect, Qualify, & Schedule Appointments for You With Local CPA’s & Attorneys

We Put You Across Referral Partners Who Are Engaged & Open to Refer High Net Worth Clients of Data

Done For You Appointment Setting (Without Having to Cold Call Anyone)

Close more sales by engaging with the right leads across multiple platforms

Results-Based Framework That's Proven to Convert & Give You an Unfair Advantage in the Marketplace

30 COI Partner Appointments Booked Within 90 Days

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

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!

Expand Your Network, Boost Your Sales

REFERRALS BOOST

We Help Financial Advisors Acquire CPA & Attorney Referral Partnerships & 2-3X Their High Net Worth Referrals

Here Is How it Works:

We Connect, Qualify, & Schedule Appointments for You With Local CPA’s & Attorneys

We Put You Across Referral Partners Who Are Engaged & Open to Refer High Net Worth Clients of Data

Done For You Appointment Setting (Without Having to Cold Call Anyone)

Close more sales by engaging with the right leads across multiple platforms

Results-Based Framework That's Proven to Convert & Give You an Unfair Advantage in the Marketplace

30 COI Partner Appointments Booked Within 90 Days

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

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

Grow your book
fast using a holistic team-based approach

Focus on
high-paying
activities

Reduce your marketing costs

Become the most trusted advisor in your area

REFERRALS BOOST

We Help Financial Advisors Acquire CPA & Attorney Referral Partnerships & 2-3X Their High Net Worth Referrals

Here Is How it Works:

We Connect, Qualify, & Schedule Appointments for You With Local CPA’s & Attorneys

We Put You Across Referral Partners Who Are Engaged & Open to Refer High Net Worth Clients of Data

Done For You Appointment Setting (Without Having to Cold Call Anyone)

Close more sales by engaging with the right leads across multiple platforms

Results-Based Framework That's Proven to Convert & Give You an Unfair Advantage in the Marketplace

30 COI Partner Appointments Booked Within 90 Days

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

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

​

Grow your book fast using a holistic team-based approach

Focus on high-paying activities

Reduce your marketing costs

Become the most trusted advisor in your area

Grow your book
fast using a holistic team-based approach

Focus on
high-paying
activities