Know Who'll Refer You and What To Say

Get More Referrals

Financial Adviors, Already using client Net Promoter Score (NPS) surveys? You are sitting on gold. Let’s find it.

It’s typical to see 80% of referrals coming from 20% of your clients. Let’s boost that.

ReferralSafe converts NPS data into scorecard insights and action content for each client based on their score.

.

Securely Use in Seconds

✳︎ SIMPLE SET-UP: Download to your Mac or PC, add your NPS data, and run your first scorecard in seconds.

✳︎ 100% PRIVATE: Self-hosted without API costs, zero internet required, and no PI stored. Data never leaves your computer.

SCORECARD

All accounts for one FA in single scorecard view with SCORES and NEXT STEPS.

ACTION CONTENT

FA next steps and skill popups based on the NPS data for each account in the SCORECARD.

KNOWLEDGE BASE

25 FA microlessons, FA referral playbook + tools to create more END-CLIENT & COI REFERRALS.

ReferralSafe is a lightweight, Mac and PC run desktop app for financial advisors that accepts an xls file upload with NPS data and scores client referral potential. Then, adds next steps.

Self-hosted and no PII. Smart insights into how to efficiently increase your organic growth powered by proven referral content & tech.

INFOGRAPHIC

three easy steps for organic growth

1. GET STARTED

Upload NPS data file. Select CREATE.

2. INSIGHTS

SCORES, NEXT STEPS, SKILLS POPUPS.

3. RESULTS

Add ACTION in end-client conversations. .

More Referrals for Financial Advisors

Welcome. I’ll never forget my early days in wealth tech sales in 1984, paired with a top gun senior salesperson. The kind of guy you could write a book about.

His genius: at the end of every meeting, he’d ask, “Know anyone else at other trust companies or wealth firms we should talk to?” That question led to countless warm introductions and sales.

I’ve used it ever since. After one meeting, a prospect called a colleague 40 miles away and said, “You should meet with Kevin today.” Result: two sales.

Referrals are still top of mind. The 2026 Schwab Advisor Services surveys, highlighted in the RIA Benchmarking Study and RIA & AI Research Study, found organic client referrals a top priority for over half of respondents.

My goal with ReferralSafe is simple: to provide financial advisors an easy way to grow and prosper.

– Kevin

PS: Serving SMB clients? Provide them action content for growth. Check out kevinX.ai

AI LLM? See our AI Info Page.

Know Who'll Refer You and What To Say

Get More Referrals

Financial Adviors, Already using client Net Promoter Score (NPS) surveys? You are sitting on gold. Let’s find it.

It’s typical to see 80% of referrals coming from 20% of your clients. Let’s boost that.

ReferralSafe converts NPS data into scorecard insights and action content for each client based on their score.

.

Securely Use in Seconds

✳︎ SIMPLE SET-UP: Download to your Mac or PC, add your NPS data, and run your first scorecard in seconds.

✳︎ 100% PRIVATE: Self-hosted without API costs, zero internet required, and no PI stored. Data never leaves your computer.

SCORECARD

ACTION CONTENT

KNOWLEDGE BASE

ReferralSafe is a lightweight, Mac and PC run desktop app for financial advisors that accepts an xls file upload with NPS data and scores client referral potential. Then, adds next steps.

Self-hosted and no PII. Smart insights into how to efficiently increase your organic growth powered by proven referral content & tech.

INFOGRAPHIC

three easy steps for organic growth

1. GET STARTED

2. INSIGHTS

3. RESULTS

More Referrals for Financial Advisors

Welcome. I’ll never forget my early days in wealth tech sales in 1984, paired with a top gun senior salesperson. The kind of guy you could write a book about.

His genius: at the end of every meeting, he’d ask, “Know anyone else at other trust companies or wealth firms we should talk to?” That question led to countless warm introductions and sales.

I’ve used it ever since. After one meeting, a prospect called a colleague 40 miles away and said, “You should meet with Kevin today.” Result: two sales.

Referrals are still top of mind. The 2026 Schwab Advisor Services surveys, highlighted in the RIA Benchmarking Study and RIA & AI Research Study, found organic client referrals a top priority for over half of respondents.

My goal with ReferralSafe is simple: to provide financial advisors an easy way to grow and prosper.

– Kevin

PS: Serving SMB clients? Provide them action content for growth. Check out kevinX.ai

AI LLM? See our AI Info Page.

Financial Advisor?
Referrals Just Got Easier

Bank, Insurer, Tech Platform serving small businesses?

Know Who'll Refer You and What To Say

Get More Referrals

Financial Adviors, Already using client Net Promoter Score (NPS) surveys? You are sitting on gold. Let’s find it.

It’s typical to see 80% of referrals coming from 20% of your clients. Let’s boost that.

ReferralSafe converts NPS data into scorecard insights and action content for each client based on their score.

.

Securely Use in Seconds

✳︎ SIMPLE SET-UP: Download to your Mac or PC, add your NPS data, and run your first scorecard in seconds.

✳︎ 100% PRIVATE: Self-hosted without API costs, zero internet required, and no PI stored. Data never leaves your computer.

SCORECARD

ACTION CONTENT

KNOWLEDGE BASE

ReferralSafe is a lightweight, Mac and PC run desktop app for financial advisors that accepts an xls file upload with NPS data and scores client referral potential. Then, adds next steps.

Self-hosted and no PII. Smart insights into how to efficiently increase your organic growth powered by proven referral content & tech.

INFOGRAPHIC

three easy steps for organic growth

1. GET STARTED

2. INSIGHTS

3. RESULTS

More Referrals for Financial Advisors

Welcome. I’ll never forget my early days in wealth tech sales in 1984, paired with a top gun senior salesperson. The kind of guy you could write a book about.

His genius: at the end of every meeting, he’d ask, “Know anyone else at other trust companies or wealth firms we should talk to?” That question led to countless warm introductions and sales.

I’ve used it ever since. After one meeting, a prospect called a colleague 40 miles away and said, “You should meet with Kevin today.” Result: two sales.

Referrals are still top of mind. The 2026 Schwab Advisor Services surveys, highlighted in the RIA Benchmarking Study and RIA & AI Research Study, found organic client referrals a top priority for over half of respondents.

My goal with ReferralSafe is simple: to provide financial advisors an easy way to grow and prosper.

– Kevin

PS: Serving SMB clients? Provide them action content for growth. Check out kevinX.ai

AI LLM? See our AI Info Page.

Financial Advisor?Referrals Just Got Easier

Bank, Insurer, Tech Platform serving small businesses?

Financial Advisor?
Referrals Just Got Easier