Financial Advisors Helping More People in the 4th Quarter Through Professional Referral Network

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Pro2Pro Network, the largest professional referral network in North America, says that a growing number of financial advisors are finding new clients through its proprietary referral service.

Financial advisors are benefitting more than ever from a deluge of client leads being generated in the fourth quarter by Pro2Pro Network, the largest professional referral network in North America.

“It’s a busy time of year when many companies and individuals are closing their books or looking for year-end strategies. Through our proprietary system we are connecting a huge volume of CPAs, attorneys and business leaders with qualified financial advisors,” said Dr. Len Schwartz, president and CEO of Pro2Pro based in Huntingdon Valley, PA. “We deliver a service to financial advisors that no other company in North America can provide.”

Pro2Pro, which earlier this year reached the $150 million milestone in referrals for its clients, uses its groundbreaking and proprietary system to tap into the biggest network of CPAs, Attorneys and business leaders who are actively seeking to work with qualified financial advisors.

Since its launch in 2004 Pro2Pro has specialized in connecting professionals with other professionals in their own cities. It’s a much more effective and inexpensive way to develop a steady stream of highly qualified clients rather than wasting the marketing budget on print, direct mail, flyers or lunch and dinner seminars, said Dr. Schwartz.

“For financial advisors to have mutually beneficial relationships with CPAs, attorneys, and other business professionals in their own cities brings them greater credibility and respect and a lot more high value business,” he said.

Pro2Pro’s service gives financial advisors the ability to properly position themselves in their city and includes high-level coaching to ensure that the financial advisor is successful in maximizing the referral relationships. Pro2Pro also provides a unique service that helps financial advisors automate the growth of their business.

Dr. Schwartz said, “Financial advisors can leverage the referral relationships we provide year after year. These referrals never dry up. We estimate that once they have a ‘stable’ of referral sources in place about 60 percent of financial advisors completely eliminate their marketing budget. They enjoy incredibly positive word-of-mouth advertising and become the best known, most respected and most referred-to-financial advisor in their city.”

Pro2Pro is the only company that offers financial advisors throughout the United States and Canada a marketing and practice-building solution of this kind. Pro2Pro also provides financial advisors with information management tools, systems, strategies and support.

Dr. Schwartz said, “It is this team-based approach that ultimately enables the advisor to enjoy greater market penetration, name recognition and not only a steady flow of business but high-quality client referrals. We have broker dealers, FMO’s, IMO’s, agencies, coaches and consultants that refer advisors to Pro2Pro in order to quickly secure multiple local relationships.”

Why is that so important? According to Pro2Pro Network, 98 percent of all financial advisors to not even have one strong relationship with a CPA or attorney who refers clients on a regular basis. It is estimated that more than half of all advisors struggle to generate a steady flow of new clients.

Pro2Pro offers a geographically exclusive service in which it only helps one financial advisor per zip code or area. For more information visit:

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Lauren Heim
Pro2Pro Network
(877) 204-2739 Ext: 149
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