Financial Advisors, RIAs, or Solo Practitioners…

Here’s How You Can Generate 3X More Qualified Referrals Through CPA & Attorney Referral Partnerships

Without Wasting Time on Ineffective Methods to Land COI Referral Partners

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

Hear What Clients Say About

Advisor Referral Boost

Almost Zero No-Shows!

Jason and his team booked appointments and we never have a no-show because they connect and qualify each appointment before booking into our calendar.

Building Network Of CPAs & Attorneys

My specific purpose is to build my own network of CPAs and attorneys and that's what Jason has been doing for me, setting that up.

The Only Program That Has Does What It Says!

Me and partners have spent hundreds of thousands of dollars in marketing for our practice and this is actually the first program that have come to fruition for us. This is the reason why we are continuing our expansion.

Top Notch Experience

Working with Advisor Referral Boost has put life into our firm's clientele. Jason and his team wasted no time in delivering what they promised.

Expanded My Network through these Intros

Out of this process, we've developed 10-15 COI relationships, most of which are CPAs and a few Estate Planning Attorneys, and out of those referrals we where also able to develop other COI relationships, either CPAs or business brokers

Starting to get Referrals!

Out of my calls, I would say there's about half dozen that are really strong potential referrals, out of that half dozen there's three of them that are referring to me work at this point

Financial Advisors!

Here’s What You’re Doing Wrong

  • Ineffective Approaches to Cultivating COI Partnerships: Employing outdated or impersonal methods that fail to establish genuine connections with CPAs and attorneys, resulting in missed opportunities for quality referrals.

  • Cold Calling: Wasting countless hours on the phone with little to no results because potential clients are bombarded with unsolicited calls and often resist speaking with strangers about their finances.

  • Running Across COIs: Partnering with CPAs and attorneys who either lack the motivation or have a different client demographic, resulting in a mismatch of referral opportunities and ineffective partnerships.

  • Buying Low-Quality Leads: Investing hard-earned money into leads that go nowhere because they are often outdated, poorly targeted, or sold to multiple advisors, resulting in fierce competition and low conversion rates.

  • Networking Events: Attending event after event, shaking hands, and exchanging business cards, but seeing little return on your time and effort because most attendees are focused on selling their own services rather than forming meaningful partnerships.

  • Traditional Marketing: Pouring money into advertisements and direct mail campaigns, only to receive a lackluster response from potential clients who are overwhelmed with marketing messages and may not trust traditional advertising methods.

  • Building Lists: Spending valuable time compiling lists of potential clients, but struggling to convert them into actual appointments because cold outreach often falls flat and lacks the personal touch needed to build genuine relationships.

Companies We've Worked With

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 have 8 Years of Experience as a Financial Advisor,

    CERTIFIED FINANCIAL PLANNER™.

  • Understand the Frustrations That Come with Building COI Partnerships

  • Helped 50+ Advisors Facilitate New Partnerships with COI Partners

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

Companies We've Worked With

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?

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?

Testimonials

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John Smith

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john smith

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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 qualified 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

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

The Life Of a Financial Advisor After Working With Advisor Referral Boost

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

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

You’re Hesitating…I get it! So, I wrote you a letter…

Dear Financial Advisor,

I want you to understand something crucial.

The world is changing, constantly evolving, and you have to adapt to these shifts.

It's one of the most fundamental laws of evolution.

Now, I know change can be intimidating.

Yes, the old methods like asking for (low-value) referrals or cold calling still work.

That's not up for debate. But here's the kicker: advisors who are willing to learn, adapt, and embrace the changing landscape will gain an unbeatable competitive edge and reap the rewards.

While you're stuck cold calling, another advisor from your area will be effortlessly generating 3X Hight Net Worth referrals.

And I want that financial advisor to be you.

If you also want to be that person, then you have to do one thing…

And I think you know what it is. 

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 two iron-clad guarantees to give you peace of mind.

Guaranteed Meetings

We guarantee to connect you with qualified CPAs and attorneys, booking 4-5 appointments every single month.

 These are not just any meetings – they're with professionals who are actively engaged and open to referring high-net-worth clients to you. 

If we fall short of our promise, we'll work tirelessly until we deliver the results we've guaranteed. That's our commitment to your success.

30-Day Money Back Guarantee

We guarantee to connect you with qualified CPAs and attorneys, booking 4-5 appointments every single month.

 These are not just any meetings – they're with professionals who are actively engaged and open to referring high-net-worth clients to you. 

If we fall short of our promise, we'll work tirelessly until we deliver the results we've guaranteed. That's our commitment to your success.

Results Focused, Compliance Friendly

FREQUENTLY ASKED QUESTIONS

1.Who is this for?

This is for financial advisors, solo practitioners, and small RIA struggling to build a consistent flow of referrals and facing stagnant growth.

Is there a guarantee?

Yes. We have a very straightforward guarantee; we provide results or we work for free.

If You're tired of not seeing the results you want with your existing marketing process, working long hours looking for the next hnw 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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