Access and test this new Q&A referral software for $0 today (+$3,100/yr. value)

We just shared this in an email to some beta testers who have not completed their profile, yet. We figured we’d test this out for 24 hours on LinkedIn (offer closes and this post goes private at 12 PM tomorrow).

Check this out…

Do you want to know why I highly recommend that you complete your profile now, while you’re in the $0 cost beta trial offer?

UPDATE and WHY…First off, the upgrade is complete. We have added a send to COMPLIANCE for review button (you’ll see this in the EDITOR–this is a request from the meeting I had with 5 heads of compliance/marketing of an investment firm with +several thousand FAs on Tues).

Click to enlarge.

IF you take the next <15 minutes to complete your profile & custom URL, you can literally have a REFERRAL(S) today. So first, sign in below:

If you have registered, click here to sign in

To register ($0 cost, 0 credit card, takes 10 seconds)

So, how is that possible to have referrals, today?

  1. Once you complete your profile (takes like 10 minutes), you email us your personalized URL (it will be something like this) for a quick review. 
  2. We give you our thumbs up (turnaround time <20 minutes normally). 
  3. In our reply, we include the exact email TEMPLATE to share with your top 10-25 clients.
  4. You just copy/paste the content and enter your name THEN
  5. Hit send (you share with your top 10 to 25 clients, only). That’s it. 
  6. Now, what happens?…

COVID has generated endless questions and needs for service, yes?

In this email, your clients are invited to Q&A with you AND they are invited to share the URL with ANYONE they know who has a question.

Someone just sold their company? Now they can ask you.
Someone has a tax issue? Now they can ask you.
Someone just rolled over their 401K or is looking to? Now they can ask you.
Someone has a legal question? Now they can ask you.
Someone wonders if they should sell their home? Now they can ask you.
Someone has ANY question (accounting, legal, financial real estate)? Now they can ask you!

Get where this is going (BTW, this Q&A tool opens up needs from CURRENT clients)? 

There has never been anything like this Q&A app available, anywhere.
AND the fact that it’s 3rd party (vs. being part of your firm) has major advantages (ask me why).

BUT, we cannot do any of this IF you do not take a little action. Make sense?

If so, follow the links below and get started at $0 cost (0 credit card).
Nothing to lose. So much to gain. Work for you?

IF you take the next <15 minutes to complete your profile & custom URL, you can literally have a REFERRAL(S) today.

If you have registered, click here to sign in

To register again ($0 cost, 0 credit card, takes 10 seconds)