Podcasts

Advisors, get warm referrals now – with Justin Wisz

Zack Miller | June 25, 2012
close

Email a Friend

The holy grail for investment advisor marketing is getting your existing clients to refer you to their friends.

Where traditional marketing may close 5% of the time, warm referrals result in new business close to 90% of the time.

Blogging has helped put advisors on the map, on the Internet, but it hasn’t resulted in a ton of new business for most advisors.

Vestorly aims to change that. Co-founder and CEO, Justin Wisz joins us on Tradestreaming Radio to discuss why traditional content marketing isn’t working for advisors and why Vestorly is a better solution for garnering warm referrals.

Listen to the FULL episode


About Justin

Justin Wisz is the CEO and co-founder of Vestorly and AdvisorLeap.

Read the transcript

COMING SOON

 

More Resources

Even More Resources

0 comments on “Advisors, get warm referrals now – with Justin Wisz”

4dFI global fintech podcast, Podcasts

Banks or Pipes: Where financial institutions go when agents take over

  • AI agents are reshaping financial services, forcing banks to choose between building proprietary models, becoming infrastructure providers, or leveraging trust through partnerships.
  • With web traffic down 20-30% and Capital One seeing 55% engagement boosts from AI concierges, the transformation is already underway.
Zachary Miller | November 13, 2025
Podcasts

AI agents are making real financial decisions: Nvidia’s Kevin Levitt on the infrastructure behind Capital One, Visa, and RBC’s live deployments

  • Agentic AI has moved into live production at Capital One, Visa, and RBC, with multi-agent systems autonomously executing trades and managing customer interactions.
  • Nvidia's Kevin Levitt explains the infrastructure demands and build-versus-buy decisions as banks deploy AI agents handling real transactions.
Zachary Miller | November 12, 2025
Podcasts

FIS’s Shane McWilliams on SMBs, data sharing, and the strategy that wins in a competitive environment

  • Banks dramatically underestimate how many customers share financial data with third parties, and most of it happens through insecure screen scraping.
  • Shane McWilliams of FIS explains why SMBs now expect their banks to serve as central financial hubs and how relationship-first thinking beats product-centric approaches.
Zachary Miller | November 07, 2025
Payments, Podcasts

How Wix built payments, checking, and capital for 293 million users 

  • Wix transformed its internal payment infrastructure into a $3 billion-per-quarter fintech platform by focusing on universal access and merchant-specific pain points rather than building a walled garden for premium users.
  • Dive into how Wix reimagined checking accounts to eliminate the "where is my money?" problem with instant fund access, and leveraged proprietary website data to expand capital access for small businesses that traditional lenders overlook.
Rabab Ahsan | November 05, 2025
Podcasts

How Upstart’s AI is mastering growth, credit performance, and profitability

  • Upstart Co-Founder and CTO Paul Gu explains how the company is leveraging AI to redefine consumer lending by improving credit assessment, automation and servicing.
  • Upstart aims to solve lending's biggest challenge, achieving growth, profitability and strong credit performance concurrently, with plans to 10x their AI advantage and cover all consumer credit needs by 2025.
Zachary Miller | October 22, 2025
More Articles