Your best clients were introduced. Make it happen on purpose.
Most of your best households arrived because a CPA, an estate attorney or another client vouched for you. We find where those introductions are leaking, from current clients to former clients to the professionals around them, and build the system that brings them back, including a private network built for your compliance officer.
Free assessment · 10 minutes · no card · See a sample advisor’s network
Money moves at a few moments. Other professionals are in the room before you are.
Your next client’s liquidity event is usually known to someone else first. The network puts you on their short list.
They know about the sale months before the wire lands.
Settling the estate puts them with the heirs first, often before the heirs have an advisor.
Two households, two sets of accounts, and a client who needs someone they can trust now.
The 401(k) rollover is decided at the kitchen table, often on the CPA’s advice.
Equity vesting, a bonus, a property sale: the tax return and the new policy show it first.
A family relocating needs a new advisor along with everything else.
Four places your next household comes from. Most advisors work one.
The network is one of four. The system covers all of them, in the order your assessment says matters most.
Current clients
Households who would introduce you, but nobody asks at the moment it counts.
The RoadmapTwo moments to ask, the words written for you, every introduction logged.
Former clients
Households who moved on or went quiet, and still speak well of you.
The RoadmapA rebuilt former-client list and a low-pressure check-in.
The rest of the household
Clients who know you for investments and get planning, insurance or the next generation elsewhere.
The RoadmapA short note at the right time, not a pitch.
The professionals around them
The CPA, the estate attorney and the banker who hear about the money first.
Your Shoutback networkA private network of them, built and run for you.
The free assessment shows which one is costing you most. Find yours in 10 minutes
What is one more introduced household worth?
Move the sliders. Your inputs, no borrowed benchmarks.
Annual revenue in play
$0
- Introductions a year
- 0
- New households won
- 0
- Per existing household
- $0
A model, not a forecast. The assessment uses your actual numbers.
You host a private network. We build it and run it.
About ten non-competing professionals, one per category, chosen by you. Each joins free as your guest. The network belongs to your practice.
Assess and plan
The free assessment finds where referrals leak. The Roadmap turns it into a 90-day plan and names the categories for your market.
We build your network
You name the CPA, the estate attorney and the rest. We write the invitations, build your private invitation page and onboard everyone who accepts.
Trusted lists do the work
Each member shares a short list of professionals they trust with their own clients. A client taps “introduce me” and it’s logged with their consent.
Meet, host, report
Forty-five minutes a month, client events with your partners, and a monthly report of every introduction and what it became.
Built for your compliance officer.
Introductions, not paid referrals. Every page approved, every request logged.
- Nobody is paid to refer
No cash, fee sharing or gifts for introductions. You pay Shoutback a flat monthly fee; the professionals in your network join free. A partner’s seat never depends on referring you.
- Every listing of you carries a disclosure
Where a partner recommends you, the page states the relationship clearly, in wording your compliance officer approves.
- The client asks, and it’s logged
A client’s details pass only when they ask for the introduction and tick the consent box. You get a monthly export for your books and records.
Get the Compliance Summary
A short summary for your CCO covering the SEC Marketing Rule, Regulation S-P and recordkeeping, with a checklist. Your firm decides how the rules apply; we build to its decisions.
Start free. Go as far as it’s worth.
You pay a flat fee; the professionals you invite join free. Nobody is ever paid for a referral.
Card on file, $0 today. Cancel any time before day 61 and you pay nothing. Not an advisor? Hold your category.
“The best salesperson we ever worked with outsold everyone and never made a cold call.”
Every client came from someone who sent them. Shoutback is that system, written down and run on purpose, for your practice.
Incremental annual revenue from a loyalty and share-of-customer program we designed and ran for a major automotive manufacturer.
Publisher clients onboarded in twelve months onto a white-label engagement platform we built for national publishing groups.
Building systems that turn existing relationships into measurable new revenue. Two major national publishers are current Shoutback clients.
The first two were delivered at Dealers Group, before Shoutback.
Questions advisors ask
Isn’t this just a centers-of-influence group?
A COI group asks you to attend alongside whoever is already in it, and you don’t control the roster. Here you choose every professional, one per category, and the network is built around your practice. You chair 45 minutes a month to an agenda we write; we run everything else.
Will my compliance officer sign off on this?
It’s built for that conversation. Nobody is paid for referrals, every page that mentions you carries an approved disclosure, introductions happen only at the client’s request, and everything is exportable for your records. Your CCO gets the summary and checklist before anything goes live.
Do I have to ask my clients for referrals?
Not the way most advisors dread. Your clients receive your trusted list as a service: the attorney, the CPA and the insurance agent you’d send your own family to. When you do ask, it’s at two moments only, right after something has gone well and at the review, with the words written for you.
What if the advisor down the street joins first?
There is one advisor per network, and the network is yours. What is first-come is the professionals: the CPA or estate attorney who joins your network is not in a competitor’s.
How much of my time does it take?
About an hour to choose and introduce your first professionals. Then 45 minutes a month for the network meeting, plus whatever time you give the introductions that arrive. We do the rest.
What does it cost?
The assessment is free. The Roadmap is $1,950 on its own. Hosting a network is $495 a month, with the first 60 days free while we build it, then month to month or $4,950 a year. The Roadmap is included. The professionals you invite and your clients join free. The fee is flat and paid to Shoutback.
How do I know it worked?
Every introduction is logged when the client asks for it: who sent it, who it was for, and when. Each month you see the introductions, which became meetings and which became clients, compared with your numbers before the network.
Ten minutes tells you what you’re leaving on the table.
Your referral gap in dollars, from your own fee revenue and client count. Free, no card, and no call unless you ask for one.