Get Quality Pre-Retiree Meetings Delivered to Your Calendar Every Month. Guaranteed.
STOP WASTING TIME ON
LEADS THAT WON'T CONVERT
Start having meaningful conversations with qualified 401(k) rollover opportunities
Independent Financial Advisors, Small RIAs, or Solo Practitioners…
Here’s How You Can Generate 3X More HNW Referrals Through CPA & Attorney Referral Partnerships
Without Spending on Facebook Ads, Leads, Ineffective COI Referrals, and Cold Approach
You May Have Seen Us On
You May Have Seen Us On
The Financial Advisor Lead Generation Problem
Rising Acquisition Cost
The average client acquisition cost has surged 75% since 2021, now exceeding $3,800 per client.
Time Lost on Prospecting
Advisors spend up to 15% of their working hours chasing leads that go nowhere.
Missed Conversion Potential
A 25% conversion rate is the industry benchmark—yet most advisors fall short due to poor lead quality.and no follow up system
Introducing: The Pre-Retiree Connector System™
A predictable system that delivers one pre-qualified meeting with a pre-retiree prospect directly to your calendar each month.
What Makes Our Appointments Different?
Pre-Retiree Prospects (Ages 60-64)
Still employed at major public companies
401(k) Brokerage Window & In-Service Distribution Access
Eligible for rollovers & portfolio optimization
Actively Seeking Market Protection
Looking for safer investment strategies
Fully Pre-Qualified & Ready to Meet
No more chasing, just real conversations
Most lead generation services cast a wide, generic net. We do the opposite, focusing exclusively on pre-retirees with immediate rollover potential.
How Our Process Works
1
Target Identification
We identify pre-retirees at major companies with 401(k) brokerage windows
2
Pre-Qualification
We verify assets, timeline, and interest in rollover options
3
Detailed Profile
You receive a comprehensive prospect profile 48 hours before meeting
4
Strategy Call
You meet via video call with full prospect background
5
Meeting & Follow Up
You meet via video call with full prospect background
Our Trusted Partners
How We Compare to the Competition
Features
✓ Pre-Retiree Connector System™
SmartAsset
ZoeFinancial
Lead Quality
✓ High-intent, pre-qualified appointments
Varies; leads may require additional vetting
Pre-screened, high-net-worth individuals
Pricing Structure
✓ Fixed monthly fee with performance guarantees
Pay-per-lead model; unpredictable costs
Commission-based; % of AUM fees
Appointment Setting
✓ We handle scheduling for you
You schedule the calls yourself
Advisor responsible for follow-ups
Pre-Meeting Support
✓ Detailed prospect profile + strategy call
Basic lead information only
Basic qualification information
Exclusivity
✓ Do NOT share leads with multiple advisors
Shared leads with multiple advisors
Limited exclusivity
I WANT TO HELP YOU BECOME THE MOST
TRUSTED ADVISOR IN YOUR AREA
YOU CAN DOUBLE OR TRIPLE YOUR REFFERALS
(AND REVENUE*)
Meet Jason,.....
Founder of Advisor Referral Boost
I’ve 8 Years of Experience as a Financial Advisor,
CERTIFIED FINANCIAL PLANNER™.
Understand the Frustrations That Come with Building COI Partnerships
Goal: To Help You Get Qualified Referrals from CPAs & Attorneys & 2-3X Your HNW Referrals Within go Days
Advisor Referral Boost – What We Do For Financial Advisors & How?
Weekly Appointments Booked Into Your Calendar
Enjoy 4-5 weekly meetings with local CPAs and attorneys, effortlessly.
We handle connecting, qualifying, and scheduling appointments.
Gain access to referral partners without the hassle of cold calling
We Connect, Qualify, & Schedule Appointments for You
Say goodbye to cold calling and networking events.
Let us connect you with engaged CPAs and attorneys.
Fill your calendar with transformative meetings effortlessly.
Referral Partners Who Are Engaged & Open to Refer Clients
Partner with CPAs and attorneys ready to refer clients your way.
Access professionals who understand and value your work.
Collaborate with eager partners for mutual success.
Done For You Appointment Setting (without you having to work)
Sit back and relax as we handle appointment setting.
Enjoy effortless booking without cold outreach.
Streamline your process and focus on growing your practice
Results-Based & Proven Framework (guaranteed results)
Convert leads into high-value referrals with our proven strategy.
Benefit from guaranteed success in a competitive marketplace.
Gain confidence in our expertise and results-driven approach.
20-30 COI Partners Appointments Set Within 90 Days.
Secure 20-30 appointments with key COI partners in 90 days.
Fast-track your referral network and elevate your practice.
Experience rapid expansion with a robust network of partners.
Want to get an unfair advantage and become the most trusted financial advisor in your area?
Why Does It Work Better Than The Other Methods Out There?
Here’s why it makes sense to build COI partnerships…
According to research from Invesco, in partnership with Prince & Associates:
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 value 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.
You see how these High Net Worth investors are finding their financial advisors…through these relationships.
I was able to identify this massive opportunity and 3X my HNW referrals just by reaching out to CPAs and Attorneys with meaningful partnership offers.
Now, you’ve two options…
Steal my Blueprint, implement it, and 2X-3X your referrals
I will connect, qualify, and book 4-5 appointments for you with local CPAs and attorneys every single month
Are We a Match?
Exclusive to Financial Advisors by Financial Advisors
We only accept advisors and firms who are serious about taking their practice to the next level.
This is for the Advisor who is:
Looking For Leverage & Scale
Want to Automate Appointment Setting Directly with COI Partners
Ready to Elevate Their Practice to the Next Level Using Our Proven Results-Based Framework
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
Who's This Perfect For
Registered Investment Advisors (RIAs)
Wealth Management Firms
Fiduciaries
Family Offices
Financial Planners
Independent Financial Advisors
Guaranteed Pre-Qualified Meetings
Choose Your Plan
Basic PLAN
$650/month ($2,250/quarter)
1 guaranteed pre-qualified meeting each month
Detailed prospect profile 48 hours before meeting
Strategic pre-call brief with our team
Post-meeting follow-up template customized to the prospect
Exclusive rights to your appointment. We don't sell your appointment to anyone else
3-month initial commitment - cancel anytime after
PRemium PLAN
$1,200/month ($3,600/quarter)
2 guaranteed pre-qualified meeting each month
Detailed prospect profile 48 hours before meeting
Strategic pre-call brief with our team
Post-meeting follow-up template customized to the prospect
Exclusive rights to your appointment. We don't sell your appointment to anyone else
3-month initial commitment - cancel anytime after
Still Not Convinced?
We understand.
Making the decision to invest in your practice can feel like a leap of faith.
That's why we offer not one, but three iron-clad guarantees to give you peace of mind.
The Triple Guarantee
1. Meeting Guarantee: If we don't deliver your scheduled meeting, we work for free until fulfilled
2. Quality Guarantee: If you're not satisfied with the meeting quality, we'll replace it at no cost
3. Conversion Guarantee: If you don't convert at least one client in your first 90 days, receive 2 bonus meetings
30-Day Money Back Guarantee
Results Focused, Compliance Friendly
FREQUENTLY ASKED QUESTIONS
How does the monthly meeting schedule work?
You'll receive one pre-qualified meeting each month, scheduled directly on your calendar on a consistent day/time that works for you. You can request specific timing preferences, and we'll accommodate them whenever possible.
What if I want more than one meeting per month?
After your initial 3-month commitment, we offer premium packages with two or three meetings per month at preferred pricing. However, we limit this based on your geographic exclusivity to ensure meeting quality.
What information is included in the prospect profile?
You'll receive a comprehensive profile 48 hours before each meeting that includes: estimated 401(k) balance, current employer, retirement timeline, primary financial concerns, specific questions they have, and other retirement assets they've mentioned.
What's the typical asset size of these prospects?
Our pre-retiree prospects typically have 401(k) balances between $350,000 and $1.5 million, with an average of approximately $750,000 in retirement assets potentially available for rollover.
How is exclusivity determined?
We assign prospects based on metropolitan areas and population centers. We guarantee that you'll be the only advisor in your assigned territory receiving these pre-qualified prospects from us, eliminating competition from other advisors using our service.
If You're tired of not seeing the results you want with your existing marketing process, working long hours looking for the next qualified CLIENT, not having a consistent pipEline of quality leads...
...AND You're ready to SKYROCKET your PRACTICE
and help more people
The Time Is Now
Limited Spots Available
Due to the intense work scope of our service, we are only able to take on 5-10 new clients per month, and our offer is limited to one advisor per area
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