Scaling AUM Through Strategic Introductions

smarter Partnerships Start Here.

"Best Marketing Innovator of 2024"

~ BestofBestReview.com

"We worked with Max at Tradesmark for 3 months and the level of service he was able to provide was unparalleled. Not only was he extremely professional, but he understands the RIA space better than any vendor I have worked with. Thanks to Max we were able to make arrangements with six referral partners. Would absolutely do business with them again."

“We have had a great experience working with Max. He was able to provide introductions and schedule meetings with CPAs who are interested in networking with financial advisors like us. It has been a seamless process and we have been able to add several professionals to our network. We could not have done this without Max’s help and service. It has been well worth it.”

"TradesMark.com was a game changer for our business"

TradesMark.com Spoke with 750 local CPAs and attorneys. Booked warm introductions with the top 15. Established 6 long-term referral partnerships.

From 12 Warm Introductions to 7 Referral Partnerships — All in 7 Weeks

Step 1: Target the Right COIs

Most advisors waste time on the wrong partners. We identify every high-leverage CPA and attorney in your market, then zero in on the ones who share your ideal client and are actually open to referring.

No more guessing. No more one-way referrals.

Step 2: Outreach That Converts

We craft your unique value proposition, then execute high-volume outreach in house using messaging that’s been tested on millions of contacts in the financial sector.

You only meet with pre-screened COIs who already understand the value of referring to you.

Step 3: Nurture Into Real Referrals

Most advisors stop after the first meeting. We don’t. Our 12 Week Nurture Sequence helps secure that first referral fast and systematizes the relationship so it keeps delivering.

One great COI can refer for years. We make sure they do.