"Know anyone who could benefit from our services?"
"I saw you're connected to Commander Rob Dick. Rob's in his 50s. He's probably looking into his pension like you and me did a few years back.

Do you think I should reach out?"

Is this how you ask for referrals?

Does this work better?

We make your referrals specific

Identify

15-min kick-off call to surface clients, friends, COIs, who could be your best door-openers.

Research

We research the network of your door-opener for their closest connections who also fit your niche.

Refer

Within 48 hours, you receive a clear report with 5-10 profiles, exactly how to ask for a referral, plus ready-to-send emails and talking points.

Your Potential Return

  • ✨5-10 qualified referrals
  • 🎯50% conversion likelihood (Kitces)
  • 💼$1M avg. assets per referral
  • 📈0.80% average fee
Estimated Revenue
$20,000 – $40,000+

Flat Pricing

$150
  • ✅5-10 handpicked profiles
  • ✅Ready-to-use email templates
  • ✅Tailored meeting talking points
  • ✅Referral strategy call
100% Money-back guarantee if no referrals

Get 5-10 referrals

Frequently Asked Questions

Full refund, no questions asked. We only succeed when you get quality referrals from your network. If our report doesn't lead to at least one referral, we'll refund your $150 payment completely.
There will be only limited, if any, disclosure of client information. For example, you can choose to share just the name of a referrer without specifying whether they are a client, friend, or another type of contact. That's why most SEC rules—like Regulation S-P—apply only in part or not at all in this context. Still, we'll provide you with a non-disclosure agreement (NDA) that commits us to protecting any information you share according to the same standards expected across the industry. That includes limiting our use strictly to your engagement and ensuring your information is never reused, sold, or shared elsewhere.
We tested this carefully and found a simple, effective storyline that advisors and clients both feel comfortable with: "I spent a bit of time and marketing dollars finding a few folks who fit into the type of people I serve best. I held back on three leads because I noticed you might know them. Do you mind if I quickly ask what you think about them?"
You'll receive two main things: [1] A curated list of leads from your referrer's network that specifically fit your niche. Leads are ranked by how well your referrer knows them, and each one includes helpful context on their personal and financial situation. [2] Communication materials that make asking for referrals easy and comfortable. This includes a tailored email draft, as well as speaking points for your next client meeting if you prefer asking in person.
No. We only suggest leads when we have high confidence your referrer has a genuinely strong connection. To gauge this, we look closely at their relationship (neighbors, co-founders, childhood friends, etc.) and their interactions (frequent online engagement, mentions in local news, and similar signals).
Typically, we identify 5–10 strong or very strong leads that fit your niche and have a close relationship with your referrer. From experience, we recommend asking your referrer for no more than 3–5 referrals at once (unless you know them extremely well).
Yes, we do not process non-public information to stay in line with data privacy laws. While we have access to proprietary databases, all data we use in our research is publicly available.