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How advisors can accelerate referrals

Dan Cavanaugh
Chief Revenue Officer, Head of Wealth and Financial Advisory
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Published on
May 12, 2025
Updated on
March 24, 2026
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Your best clients can introduce you to your best prospects. In this video, we’ll show you how top financial advisors use our prospecting tool to get dozens of referrals from their existing clients—warm leads that close fast and close consistently. Want a one on one demo? Reach out here and we’ll show you how it works.

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Your best clients can introduce you to your best prospects. In this video, we’ll show you how top financial advisors use our prospecting tool to get dozens of referrals from their existing clients—warm leads that close fast and close consistently. Want a one on one demo? Reach out here and we’ll show you how it works.

Aidentified has been the most efficient in surfacing prospects based on their money in motion and making it easy to hyper-target based on companies and alumni. Cold outreach is a thing of the past.

★★★★★

Stephen Santangelo

Founder & President, Matriarch Wealth Management

We got a closed-won against all odds on someone with a liquidity event. This wouldn’t have happened if it weren’t for Aidentified.

★★★★★

Richard Ina

Partner - AAMS, NewEdge Wealth

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Dan Cavanaugh

Financial Technology executive with extensive experience in the development, sales, and implementation of leading products in the Wealth & Asset Management Industry, Regular speaker and global conferences on financial services & technology trends, and Certified Public Accountant

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