With all of the time and pressure that goes into providing financial advice in today's compliance-driven, complex and shifting landscape, how much spare time do you have to hold the number of conversations required to generate consistent referrals at the necessary volume?

With this service, we outreach and engage prospects from your own LinkedIn profile and deliver them to you ready to meet and discuss their needs.

We've got years of experience in holding professional conversations with high-value prospects and clients of all stages of life, and levels of wealth.

We work with you to set the parameters you'd like us to work within.

We then engage those prospects, and handle the conversations up until the point it's time to have a formal meeting or introductory chat.

Then, it's over to you.