Referral visibility for RIA firms
Your clients love you. They're just not telling anyone.
Referral revenue is leaking because no one built the system. I build it and make it easy for your clients to use. In 30 days.
Referral revenue is leaking because no one built the system. I build it and make it easy for your clients to use. In 30 days.
15 years inside financial services. I know exactly where this breaks down.
I've built referral systems at U.S. Bank across HNW and UHNW segments and at Prudential across 30+ VP-level stakeholders — including compliance and legal.
I don't hand you a deck and leave.
I work with RIA firms running 4 to 20 advisors who are ready to build a referral engine, not just hope for one.
"The program led by Katie helped me land a meeting with a former contact due to my regular and consistent visibility plan." - Financial Advisor, Major Broker-Dealer
advisor meetings generated
influenced revenue at U.S. Bank Wealth Management
in financial services go-to-market strategy
$300
30-minute call and visibility scan report includes 3-5 immediate actions to improve your score.
$2,500
Using initial call and scan, build out an in-depth plan — what changes, what you build, in what order. Specific to your firm, not a template.
Ongoing monthly retainer
No learning curve on business drivers, monthly actions, results and refinement. We move fast because I've already done this.
Katie educated me and worked with me on how social media and the financial world intersects. She's really pleasant to work with.
She is methodic, data-informed, and focused on measurable outcomes...if you are looking for an AI native GTM strategy and Revenue Enablement leader, Katie is an absolute pleasure to work with.
When my team identified friction points across the digital experience, she translated those insights into messaging and content that directly addressed what customers were struggling with.
She built the referral system that took an advisor team from under 100 meetings a month to 900. If you know a firm that's stuck, send them her way.
© 2026 Katie Fernands consulting - katie@katiefernands.com
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