The 1-Pager (PDF) Overview of...
The ADVISOR* Referral App (ARA)
Is rooted in the REFERRAL SECRET we uncovered after +20,000 hours of coaching high production advisors* who work with sports agents & professional athletes...
We uncovered a superior COI (center of influence) relationship.
One better than sports agents. Who is this COI? Your top clients. More specifically, your top 10 to 25 clients. To see how this helps you uncover
new needs from your clients & land referrals so quickly...
Read the 1-pager here that includes the URLs
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What is this...
Have a question? Ask Us here...
Text us at (212) 426-1038
AskMyAdvisor™ By Invitation
*For client-facing trusted advisors: accountants, attorneys, financial advisors, realtors, VCs & other professional advisors. AskMyAdvisor™ is by invitation and only shared with the top 20% of an advisor's clients & COIs. Our Referral Activation Software (RAS) automates the referral process for advisors to get recurring referrals without asking for them. The goal is to strengthen the best relationships while opening up access to the 1,000's of people connected to these top clients.
To text (212) 426-1038
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Stop Missing Referrals. Automate Them.™
"You're missing referrals from 90% of your clients!"
But it gets worse...When your "best clients" (top 20%) can't easily refer you to others. For the 60-second remedy, click the button...
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