Social Referrals is the digital equivalent of what you are already doing – asking clients for introductions. It just works easier, faster and scales better (since we can show 1,000s of ads a day your clients peers).
Social Referrals
Digital introductions to the network of your clients
Social Referrals and Introductions
How does it work?
Works on all devices
We can advertise to all devices and browsers. We go where the prospects are.
Customized Marketing Material
Use our marketing material that we brand and customize for you.
Connect to client peers
Current clients provide the best referral sources. Get them digitally in addition to traditional methods.
Unlock connections
Bypass clients as gatekeepers and unlock connections to their network directly.
Client Comments
People trust their peers. Comments or “Likes” provide incentive for new connections to trust you as well.
Increased Visibilty
The average person has 250 Facebook friends. With most firms average number of clients that equates to 10,000s of thousands of prospects. Get seen by them.
0
Flat fee
No hidden costs
0x
Increase your visibility
Complements and expands on what you are doing now
0%
Completely Managed
We handle everything - tracking, ad creation, ad buying
0s
of Opportunities
to get Digital Introductions
Solo Firm
$299
per month
- *For solo firms
- *Up to $75m in AUM
- Personal Marketing Advisor
- Targeting of client's friends
- Targeting of COI's friends
- Access to digital referrals
- Customized Ad sets
- Social page setup
- Review of new client process
- Best practices
- Continued coaching
Standard
$499
per month
- *For 2 - 4 Advisors
- *Up to $300m in AUM
- Personal Marketing Advisor
- Targeting of client's friends
- Targeting of COI's friends
- Access to digital referrals
- Customized Ad sets
- Social page setup
- Review of new client process
- Best practices
- Continued coaching
Large / XL Firm
Call
206-453-0338Sample Marketing Material
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