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FAQs
What types of advisors do you work with?
We primarily work with financial advisors, wealth managers, and independent RIAs who want to build consistent, high-value referral partnerships with CPAs, estate attorneys, and other centers of influence. Most of our clients manage $50M–$500M in AUM and are focused on building warm introductions to extremely well-fit clients through trusted professional relationships, not through paid ads or cold leads.
How much time is required to be successful with this approach?
We work with some of the busiest advisors in the industry, so the process is designed to be completely hands off. Once you complete onboarding (about 30 minutes), you can be successful dedicating as little as one hour per month. Our team handles the outreach, qualification, and scheduling, and you simply show up to the meetings with highly qualified COIs. We can also tailor the number of meetings each month based on your availability.
Do you offer performance guarantees?
In most situations, we do include guarantees on results. We’re confident in our methods and comfortable taking on some of the risk to ensure you see measurable outcomes from the partnership.
When can I expect to see results?
We aim to have your first meeting scheduled within one week of moving forward with the program. From there, you can expect a steady flow of high-quality introductions based on your preferred meeting pace and availability.
How are introductions scheduled?
We fully integrate with your calendar and CRM so meetings are booked automatically without any manual coordination. Our team manages all pre-meeting communication and follow up, and you simply get notified when a qualified COI is ready to meet.
Are the COI introductions in person or virtual?
We recommend that first meetings be conducted virtually to make the process faster and more convenient. This ensures that logistics never get in the way of establishing strong initial connections with the top COIs in your area. After the first meeting, if a relationship is established and it makes sense, we encourage in-person meetings whenever it works for both parties.
Recent Client Interviews
"We worked with Max at Tradesmark for 3 months and the level of service he was able to provide was unparalleled. Not only was he extremely professional, but he understands the RIA space better than any vendor I have worked with. Thanks to Max we were able to make arrangements with six referral partners. Would absolutely do business with them again."
"We have had a great experience working with Max. He was able to provide introductions and schedule meetings with CPAs who are interested in networking with financial advisors like us. It has been a seamless process and we have been able to add several professionals to our network. We could not have done this without Max’s help and service. It has been well worth it."
"Max has done a great job so far. In just the first five weeks I’ve had over 10 meetings with local CPAs. He’s been excellent with follow-up, making sure everyone is on schedule and that the CPAs are confirmed or notified ahead of time. Very happy I decided to use his firm."
We were actively looking to connect with centers of influence, capital providers, family offices, and accredited investors in order to support an acquisition our fund was in the process of making. TradesMark stepped in and took care of sourcing, qualifying, and setting up these strategic introductions on our behalf. The process was seamless, and we were impressed that our very first meeting was already scheduled within the same week that we decided to move forward with the service.
After expanding the team the new associates were never as busy as they could be. They were newer to the industry and didn't have a professional network. TradesMark filled up their calendars with "heavy hitter" center of influence introductions. Our services only apply to 8 and 9 figure a year businesses and their owners so finding COI serving those clients already was critical.
We wanted to expand our strategic partnerships with CPAs who serve local businesses and their owners. TradesMark’s system connected us with CPAs across the country who fit our ideal client profile. These CPAs were open to introductions and collaboration, helping us grow our revenue together.
Used TradesMark to source 6 CPAs and Estate Attorneys in 30 day who were all interested in referring their HNW and UHNW clients who they thought would be a good fit for converting some of their 401k into a Digital asset portfolio. All centers of influence were located near our two locations and some were iterested in putting promotional material for our services in their waiting rooms.
