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FortyStack & The Referral Magnet

FortyStack & The Referral Magnet

Educating and Empowering Financial Advisors

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Choosing a financial advisor is one of the most important decisions people make in life. They’re entrusting someone with their livelihood, their future, and their family, so it’s not something taken lightly. Given the stakes, the search often begins with a referral, and that’s why the most successful advisors in the industry are the ones who have a proactive plan in place to get them.

In The Referral Magnet, Kelly Edwards shares the formula for generating more referrals than ever before, all without asking for them. This paradigm-shifting book is packed with practical advice you can implement right away, and includes downloadable content for each chapter along with stories from the industry’s top advisors about their creative solutions, lessons learned, and mistakes made along the way.

The search for a “magic bullet” is over. Referrals are—and always will be—the best way to grow your financial practice, and this book shows you how to get more of them than ever before.

Buy Now on Amazon.com

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FortyStack is Coming Soon

As a financial advisor, you help clients maximize opportunities—but with your own brand, you’re often left in the dust. That’s why we developed FortyStack-so you can finally tackle your marketing with confidence. FortyStack is designed to teach you everything you need to know to DIY your business to the next level, and with our resources we’re confident you’ll maximize your brand presence
and increase your referrals and revenue.

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