As a financial advisor, your ultimate goal is simple: to have close client relationships that generate a steady stream of referrals. But building a system to deliver that is where most advisors get stuck.
For a limited time only, we give you complimentary access to a customizable and automated database that gives you the missing ingredient to supercharge your client communications at scale.
Get started today to receive your download and an accompanying webinar that guides you on how to build the optimal referral system for your firm.
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The Wealth Manager Referral OS is designed for independent financial advisors who want a referral system that works—without adding more to their plate.
The system works especially well for firms with limited in-house marketing resources—helping you stay top-of-mind with the right people at the right time, without the need to constantly create new materials from scratch.
The OS is a pre-built, customizable CRM and engagement system built specifically for managing your:
You can fully customize the settings for your client segmentation based on:
It’s ideal for boutique firms that want to grow through referrals, not cold outreach.
You’ll learn how to:
These insights help you stay proactive—so no valuable relationship slips through the cracks.
You can use it as your central CRM and engagement tracker for clients, prospects, and centers of influence (COIs). It also acts as your dashboard to monitor relationship health—showing you, at a glance, which relationships are strong and which ones need attention. Everything is customizable—from the fields you track to how the data is visualized—so you can make the system work exactly how your firm operates.
Book a free personal demo to experience Catalyst Pro first-hand.
