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.
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!