Professional Referral Network Helps Financial Advisors Help More People Manage Their Money

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Pro2Pro Network, the largest professional referral network in North America, announces it is extending its service to help financial advisors help more people manage their money more effectively.

Pro2Pro Network, the largest professional referral network in North America, has launched a new initiative to generate clients for financial advisors.

The company announced today that its proprietary service is now designed to tap into the biggest network of CPAs, Attorneys and business leaders who are actively seeking to work with or refer to qualified financial advisors.

Since its launch in 2004, Pro2Pro has specialized in connecting professionals with other professionals in their own cities. Earlier this year, Pro2Pro reached the $150 million milestone in referrals for its clients.

Dr. Len Schwartz, president and CEO of the Huntington Valley, PA company, said, “We are able to offer a service to financial advisors that no other company in North America can offer. Most financial advisors spend their marketing budget on eat-for-the-day strategies like print advertising, direct mail campaigns, flyers in the local newspapers, or lunch and dinner seminars. Yet, the most powerful, cost-effective and productive way to generate a steady flow of new clients is to secure mutually beneficial relationships with CPAs, attorneys, and other business professionals in their own cities.”

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. The Pro2Pro service enables financial advisors to help more clients and receive a steady flow of high-quality referrals all year long. It 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 referral sources 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. With the Pro2Pro service, financial advisors can establish a network of CPAs, Attorneys and successful business leaders and work together to better serve their clients.

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-qualityclient 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 do 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 mid-to-high net worth 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
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