NO
Nadia Okafor · 1st
Referred by Marcus Delaney
Hi Sarah, Marcus Delaney gave me your name. He said you are the advisor to talk to about retirement planning. Can we connect this week?
41m ago
Clients choose advisors they trust. We build referral partner programs that send you the right clients from accountants, lawyers and other professionals.
of new clients and new revenue at advisory firms come from referrals, yet fewer than a third of advisors have a formal process for generating them.Moss Adams / InvestmentNews Performance Study of Advisory Firms
You need a system that never stops asking.
Referrals happen because clients trust you, not because you manage the relationship. It's chance, not design.
Every advisor knows referrals bring the best clients. Almost nobody asks the professionals around them for them.
Paid leads, seminars, and lead-gen subscriptions don't convert like a warm introduction.
The best referral partners depend on your clients, we map the right professionals for your practice.
They see a client's full financial picture and often spot planning needs before the client does.
Trust and estate work overlaps constantly with financial planning.
Asset division creates an immediate need for a new advisor.
Life and disability brokers regularly meet people who need a financial plan.
Big life transactions, a home sale, an inheritance, retirement, are natural advisor moments.
Small business owners often need a personal advisor once the business itself is stable.
The Referral Partner Playbook framework is a proven system run for you month after month.
We develop a referral strategy and action plan tailored to your business.
We use an AI Agent, digital messages, phone calls, & snail mail to contact prospective partners.
Newsletters, updates, and events keep the whole network warm.
We set campaign goals, track every partner and deal, and share a monthly report on performance.
Every option follows our four step framework. We customize the level of support based on your situation.
Fully managed partner program. Your own fractional partner manager owns the whole thing.
To see the full package details click learn more below.
Training & coaching. We write the playbook, train your people, then keep them accountable.
To see the full package details click learn more below.
A custom program. We can recruit new partners, tweak your strategy, or find & fix what's broken.
A custom package that includes consulting & implementation on whatever will have the biggest impact.
To see the full package details click learn more below.
The next step is a 30-minute call with our Founder Derek Cosgrove, to learn about your situation and see if we're a fit.
Schedule a call →
