We Help Estate Attorney's Acquire Financial Advisors Referral Partnerships. Performance Guaranteed.
stop wasting time on
stop wasting TIME on
referral partners
We will connect, qualify, and book appointments for you with Financial Advisors every single week
Companies We've Worked With
I want to help you become the most trusted ESTATE aTTORNEY in your area
SO YOU CAN DOUBLE OR TRIPLE YOUR REFERRALS (AND REVENUE!)*
Meet Jason,
Founder of Attorney Referral Boost
8 Years of Experience as a Financial Advisor, CERTIFIED FINANCIAL PLANNER™
Understand the Frustrations That Come with Building COI Partnerships
Goal: To Help You Get Qualified Referrals from Financial Advisors & 2-3X Your Referrals Within 180 Days
If You're an Estate Planning Attorney or Law Practice
And You've Tried:
Buying leads but getting zero R.O.I or low quality leads
Traditional marketing (direct mail, magazine ads, etc.)
Wasting time on building lists & cold calling
Attending BNI networking events
Doing lunch and learns
Ineffective approaches cultivating COI partnerships
But it's still not getting you the kind of reliable referral sources or quality referrals to hit your revenue goals, then there is a much more effective and more profitable strategy to bring you more referrals with less effort and time.
Our clients average 5-15 COI partnerships in a span of 6 months or less! Spots are extremely limited since we only work with one estate attorney per area. Book your call to claim your city and get a price!
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What We Do & Why We Do It
Let’s face it, attracting new qualified clients can be challenging & time consuming. You’re already busy serving your existing clients & you’re supposed to bring in new business as well? Not only that, but you aren’t an expert marketer. How are you supposed to know which strategies & tactics work efficiently and which ones are a waste of time and resources? Despite these challenges, it's crucial that you keep attracting new clients.
But it doesn’t have to be that way. What if I told you there’s an easier way to all of this?
My name is Jason Essayli and I’m on a mission to empower ambitious estate attorneys just like you leverage referral partnerships to build their dream practice & become more profitable.
Building a reliable COI partnership is one of the surest ways to engage with new quality prospects & grow your practice. Here’s why. According to a 2022 study by the CFP Board:
34% of affluent investors find their primary estate planner through their financial advisor. This means that about 2/5 of affluent investors find their estate planner through their financial advisor
48% of affluent investors find their primary estate planner through their attorney, and 18% find them through a combination of sources
Client retention is higher when referred by a COI partner & presents an opportunity for a deeper relationship
If qualified clients are finding their primary estate planner through these relationships, what are YOU doing to get more referral partners?
How would acquiring more financial advisors as referral partners impact your practice and your freedom?
Here’s where I can help. I know what it’s like to be a financial advisor. I’ve combined my passion for solving problems with real life experience of brokering these relationships to bring to you an easier, faster, and more efficient way to scale your business through a proven process.
We will connect, qualify, and book 4-5 appointments for you with local financial advisors every single month.
We will guarantee our results, or we work for free.
If you’re ready to take your practice to the next level & achieve the ultimate level of success, then let my team & I do the heavy lifting for you so that you don’t have to.
It's more time back in your day to do estate planning with your clients. Or just more time for yourself.
Here Is How it Works
We Connect, Qualify, & Schedule Appointments for You With Local Financial Advisors
We Put You Across Referral Partners Who Are Engaged & Open to Refer Warm Clients
Done For You Appointment Setting (without having to cold call anyone)
Results-Based Framework That's Proven to Convert & Give You an Unfair Advantage in the Marketplace
30 COI Partner Appointments Booked Within 6 months
Exclusive to Estate Planners by Financial Advisors
Are We a Match?
We only accept attorneys and firms who are serious about taking their practice to the next level. This is for the Attorney who is:
Looking For Leverage & Scale
Want to Automate Appointment Setting Directly with COI Partners
Ready to Elevate Their Practice to the Next Level Using Our Proven Results-Based Framework
Grow your book fast using a holistic team-based approach
Focus on high-paying activities
Reduce your marketing costs
Become the most trusted attorney in your area
If You're tired of not seeing the results you want with your existing marketing process, working long hours looking for the next CLIENT, not having a consistent pipEline of quality leads...
...AND You're ready to SKYROCKET your PRACTICE and help more people
The Time Is Now
Limited Spots Available
Due to the intense work scope of our service, we are only able to take on 5-10 new clients per month, and our offer is limited to one attorney per area
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