Free tools
Tools for the rowyour referrals walk.
Small, free tools for financial advisors. Each one takes a minute or two and shows you something a referred prospect notices before they ever call.
Fig. 1The referral. A name on the back of a card. Every tool here starts from it.
All eight
Pick the one that bothers you most.
Check
The Referral Walk
Walk the seven minutes a referred prospect spends deciding about you. You get a score and the two breaks that matter most.
About 3 minutesCheck
Roast My Advisor Bio
Paste your bio. We count the clichés, gently, and show you the one line worth keeping.
About 1 minuteData
State of the Referral
We walked about 1,000 RIA websites the way a referral would. Here is where the line holds and where it goes quiet.
A 6 minute readCalculate
What One Referral Is Worth
The lifetime revenue of one referred household, and the cost of the ones who never call. Measured in furlongs.
About 1 minuteWrite
Referral Ask Scripts
Plain lines for the moment a client is glad they hired you. Nothing that sounds like a sales course.
About 2 minutesPlan
Client Service Calendar
A year of client touches, sized to the team you actually have. Print it, or drop it into your calendar.
About 2 minutesName
Firm Name Generator
Names that are not Legacy Wealth Partners. Plus a gentle score for the name you have now.
About 1 minutePause
Plant One Row
Sixty seconds. One straight row. Then the first name of one client to thank this week.
60 secondsBy hand
A free teardown
Rather have a person look? McClain reads your homepage the way a referral would and writes up what he finds.
Request oneWhy these exist
Most referrals are lost quietly.
A client mentions your name at dinner. Their friend looks you up that night, on a phone, in about seven minutes. Nobody tells you what they found or why they never called.
Furlong helps independent advisors make that look-up go well: the website, the bios, the fees, the first email back. These tools are small pieces of that work, free to use.
None of them ask for client information. Some offer a fuller report by email; if you ask for one, you get the report and an occasional note from McClain. You can unsubscribe in one click.