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FortyStack & The Referral Magnet

Educating and Empowering Financial Advisors

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Referral Magnet Hero

Grow Your Financial Practice Through the People You Already Know

Enhance
Your Brand

Reach the
Perfect Clients

Grow
Your Business

Referral Magnet

What is a Referral Magnet?

”This isn’t a book that just teaches you how to ask for referrals. This is a three to four hour conversation with Kelly about how to design your practice to have your best opportunities camp out in front of your business like it’s 6AM on Black Friday. From soup to nuts she covers all the bases, and gives you a road map to a dynamic and efficient financial practice that creates new business contacts effortlessly.

I CANNOT WAIT to apply her advice…Thanks Kelly!!”

- Sean McCann

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About The Author

Kelly Edwards - CEO, Lawton Marketing Group

For nearly two decades, Kelly Edwards has been helping business owners understand and utilize digital marketing for client acquisition. After receiving a bachelor’s degree in advertising in 2002, Kelly was hired as an Account Executive at the first all-digital marketing agency in the nation. She worked on accounts for large national brands including Jack Daniels, Lenox China, and Marriott Hotels, but her passion was always for small businesses and teaching them how to use digital media to generate new revenue streams.

In 2012, she and her husband, Coby, launched Lawton Marketing Group, a full-service agency specializing in branding and marketing for elite financial advisors. Since that time, the company has grown to a team of experts who all specialize in different parts of the creative process. They have received national and international recognition for their work, winning more than fifteen awards and counting.

Outside of work, Kelly enjoys being involved in the community and is a strong advocate for public education and economic development in Lawton, OK. She is happily married to her husband and business partner, Coby, and they have two high schoolers who keep them busy with competitive soccer and other sports. They are very involved in their church, Grace Fellowship, where Coby serves as an elder.

19+

Years of Experience

500+

Clients Nationwide

15+

National and
International Awards

Referral Magnet

About the Book

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.

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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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