Moneyball
Affluent clients have a team. You should be the quarterback.
Make that team work for you. Build the relationship, be the one they call, and the referrals follow.
- Ask in a review you already have booked
- Log it in twenty seconds
- Your assistant books the introduction
- Stay useful over the season
- They start sending you households
One CPA who sends you clients beats six referral requests.
The play
Ask in the room
Who handles the return? Do you mind if I reach out so we can coordinate?
What it looks like
These are screenshots of the product, not drawings of it.
The same engine recruits
Running a firm? Your future advisors have a team too — be the one they call when the timing's right.
So it is the same engine. A pipeline instead of a roster, candidates instead of professionals, and its own ladder — named, talking, courting, committed. Two speeds: a slow cadence while nothing is happening, and a fast one the week something does — a comp change, a merger, a succession that went nowhere. You log the signal and the product changes the pace.
Switch the play above to Recruiting to step through it.
What it is not
- Not a payment. Referrals are unpaid and client-permissioned. You ask the client first, and the answer is logged.
- Not a leaderboard. There is none, and there will not be. Scoring is the advisor and their assistant together — no individual is ranked against another, ever.
- Not a CRM. It does not replace one and does not try to. It writes a note to yours under your own login, or it writes nothing at all.
- Not published anywhere. Nothing is shared outside your firm. No feed, no directory, no network effect, nothing sold on.
- Not a data grab. This page collects nothing — no form, no tracker, no analytics. The email link below is the whole mechanism.
If you want one
Tell us your name and firm and which of the two interests you. That is the whole process — there is no form on this page and nothing is collected here.