The second channel, and nobody serves it at all.
Ask a high-growth advisor how they grow and client referrals are only half the answer. The other half is a small, deliberate set of accountants, estate-planning attorneys, insurance professionals and M&A consultants who send qualified clients year after year. Almost none of that work appears in software a firm already owns. Many of these people are not even in the CRM.
WealthAmp surfaces every accountant, attorney, and insurance professional named in client conversations, qualifies them against a hard cap of five per advisor, keeps each relationship fed under the advisor's own name, and measures introductions in and out through to closed assets.
Discover
Every accountant, attorney and insurance professional named in a client conversation is surfaced, researched and proposed as a candidate. A client the advisor referred out to an accountant is a standing reason to open the return conversation.
Qualify, and cap at five
The best-known method in the industry allows no more than five. The product enforces that limit and scores candidates on likely fit and volume, so the advisor chooses instead of collects.
Feed
Firm content goes to the centre of influence under their own name. This is the mechanism the relationship actually runs on. We draft it, schedule it and track it.
Work and measure
Goals for each relationship, a contact rhythm, introductions in and out, and attribution through to closed assets — including the many centers of influence who never appear in the CRM at all.
Where a solicitor arrangement is appropriate and compliant, the firm configures it and the audit trail records it. Nothing in this play resembles a referral marketplace or a paid-incentive model. That is the wrong shape for a fiduciary relationship, and it is permanently out of scope.
The working surfaces behind this play.
These are components of the growth layer, included with every seat. They are not products we sell separately, and never a reason to replace a capture tool that already works for you.
Build the centers of influence, answered.
Is this a paid referral network?
No, permanently. Where a solicitor arrangement is appropriate and compliant, the firm configures it and the audit trail records it. Nothing in this play resembles a referral marketplace or a paid-incentive model: that is the wrong shape for a fiduciary relationship.
How are centers of influence found?
Every accountant, attorney, and insurance professional named in a client conversation is surfaced, researched, and proposed as a candidate, including the many who never appear in the CRM at all.
Why cap the list at five?
The best-known method in the industry allows no more than five active centers of influence per advisor. The product enforces the limit and scores candidates on likely fit and volume, so the advisor chooses instead of collects.
See this play on your own book.
One meeting, one number: your organic growth rate, and your plan to move it. 15-30 minutes, no slideware.
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