Easily millions of dollars. If this one deal goes through, that could be a million dollars a year in gross revenue... The biggest reason someone else should do this is that you actually did what you said you were going to do. That's why people should get off the fence and just do it... That's why we renewed.

Twenty-nine years in this business and I've never seen anything like this. Every meeting was teed up properly. They came in already expecting a reciprocal relationship. That's huge.

"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."

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.