We help financial service providers establish valuable referral partnerships with centers of influence (COIs), including attorneys, CPAs, and other professionals.
We’ll use your existing pitch decks and supporting materials to tailor our screening criteria, refine our outreach, and sharpen your unique partnership proposition—ensuring COIs understand why they should partner with you.
We identify, evaluate, and pre-screen referral partners who are open to collaboration and have clients to refer—then schedule an introductory call directly on your calendar.
We’ll create a custom nurture system to increase your chances of getting a referral in the first 12 weeks.