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FortyStack & The Referral Magnet

FortyStack & The Referral Magnet

Educating and Empowering Financial Advisors

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Comprehensive Brand Audit

Reading about strategies in a book is great, but when you really want to hold yourself accountable to success, you find a coach who can identify your strengths, guide you through weakness, and unpack your opportunities. Our Comprehensive Brand Audit is for advisors who want to “go big or go home” with their marketing strategy. In this half-day event, you get to meet personally with The Referral Magnet author, Kelly Edwards, who will spend time teaching you how to become a major referral magnet. She’ll review everything you’re currently doing that affects your brand, including how you follow up with clients and what your office looks like. You’ll get to review what you’ve tried in the past and discover unique opportunities to enhance your brand moving forward. After your personal consultation, you’ll receive a detailed report outlining action items to take your brand to the next level. If you want to make the most of your Referral Magnet experience and learn specifically how you can attract more introductions from people you already know, the Comprehensive Brand Audit is for you. Fill out the form below to get started.

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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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