Start your journey into a world of endless referrals.
As your industry continues to be commoditized by Big Tech, you have a choice. You can work harder and harder using traditional tactics while your margins continue to compress. Or, you can rise above the status quo by creating a Wealth Advisory Team.
Say Goodbye to Not Enough
You prefer warm referrals over chasing cold leads. Yet, what do you do when you run out of warm referrals? Within your Wealth Advisory Team™ you’ll enjoy a steady flow of warm referrals from other professionals who frequently edify and introduce you as the go-to expert in your field.
the 100 year leap
Your Wealth Advisory Team™ has 10+ year relationships with their clients. Enjoy the leverage of adopting that trust when you team with 10+ professionals who share your same ideal client.
Build Your Team in Less than 30 Days
Not having your Wealth Advisory Team™ in place is costing you as much as $20,000 every single month. Following ProInsight’s proprietary model, you’ll have your team trained, connected and sending your two referrals a month in less than 30 days.