WeAreBD optimizes the referral process for financial advisors.
Your current referral process: You’re at the end of your meeting. You’ve provided value. You hit them with the question. Who do you know?
Your client or prospect sinks in their seat feeling like you just threw them under the bus. They open their phone, and they frantically start scrolling through their contacts book to find 3 people to refer so they can escape this uncomfortable situation.
Awkward, uncomfortable, and not such great yield — especially for newer advisors.
Your referral process with WeAreBD: You’re at the end of your meeting. You’ve provided value. You hit them with your new pitch. “I’ve been using this really cool game that helps you identify folks right in your network that can find value out of of sitting with me. Do you want to try it?”
^Turned a hard ask into a low-risk offer.
Our application is designed to help your clients brainstorm names, qualify folks in their contacts book, and digitally introduce you.
We're currently working with the largest financial services companies in the US to bring our tool on firm-wide. Check to see if we're already speaking to your firm!