The Most Profitable RIAs Do This One Thing Differently

Here’s something most RIA founders get wrong:

They spend a fortune on marketing but ignore the #1 client acquisition channel—referrals.

🔹 58% of wealthy investors find their financial advisors via referral.
🔹 70% of millionaire clients are willing to refer their advisor, but most never do—because they were never asked.

The top RIAs have a system for this. Do you?

At our upcoming Executive Briefing, we’ll break down:
✔️ The biggest referral mistakes RIAs make and how to fix them
✔️ How to protect your firm from consolidation and private equity takeovers
✔️ The simple strategy elite advisors use to scale sustainably

This isn’t theory—this is tens of thousands of hours of research, work with hundreds of RIAs, and 195 industry interviews distilled into one high-level strategy session.

🎯 Register now before the last seats are taken: [Click Here to Secure Your Spot]

See you inside,

Seth Greene