FiPath Launches ReferMyAdvisor to Make Client Acquisition Easy and Affordable for Financial Advisors

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A unique, automated client acquisition product created by financial professionals for financial advisors

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FiPath for Advisors™, the first independent, total online marketing solution for financial advisors, today launched ReferMyAdvisor, an automated client acquisition product that generates referrals through an automated email-marketing platform. ReferMyAdvisor was created by financial professionals, for professional financial advisors.

ReferMyAdvisor is a new tool from FiPath that helps financial advisors easily and affordably acquire more clients through an effective marketing platform. The product provides a simple way for consumers who are happy with their financial advisor to recommend them with personalized email referrals to friends and family through an automated email platform.

“Finances are as personal as medical care. Trust is critical. People want complete assurance, not luck of the draw,” said Peter Velardi, CFP® President and Chief Operating Officer of FiPath. ”At the end of the day, most of us want a referral or recommendation from a trusted source before entering into a business relationship, including choosing a financial advisor. ReferMyAdvisor provides people with a simple and effective method.”

ReferMyAdvisor is the first of its kind for financial advisors, providing unique tools and features for advisors to tap the most valuable resource they have: their client base.

ReferMyAdvisor is:

  •     Easy-to-use - the system has pre-populated emails that advisors can edit and tailor to their specific clients, or send with little effort or expertise, by simply uploading their client list.
  •     Fully Automated - once a client enters the information on a referral, the system automatically generates a personal email to the referral, introducing the advisor and inviting the referral to make an appointment with the advisor. Advisors are notified by email of the request with the referral’s contact information
  •     Intuitive - helps to lead financially unprepared prospects to make an appointment with a financial preparedness quiz for referrals
  •     A no-brainer – the system removes the fear of rejection – no fear of asking for referrals, no calls to random leads – just referrals from prospects that are expecting and wanting your call

“This unique product, created by financial professionals for financial advisors, was designed to make client acquisition easy and affordable,” Mr. Velardi said. “Acquiring just one new client per year through ReferMyAdvisor will give financial advisors a 400 percent return on their investment!”

For more information on ReferMyAdvisor, please visit:

About FiPath for Advisors™
FiPath for Advisors™, a service of FiPath, is the first independent, online marketing solution for financial advisors. FiPath for Advisors offers members access to a range of resources that help them easily connect with potential high quality clients, learn how to use social media to attract new clients, and how to navigate the changing regulatory requirements. The result is a complete lead generation solution for any advisor seeking to enhance their business. For more information or to join FiPath for Advisors visit

About FiPath
FiPath is the only independent site that provides free online financial education and collaboration for consumers to take control of their financial future, including unbiased content, easy-to-use analytical tools, peer-to-peer connections, and expert top tier resources like Morningstar, E-Trade, Schwab, and ING. For more information, go to The FiPath Express Rollover Center™ gives people the ability to quickly and easily sort through multiple rollover options to determine the best match for them. For more information go to

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