Thirty years of proven referral methodology now integrated into scalable, automated growth engine

NEW YORK: WealthReach, an organic growth platform built for registered investment advisors (RIAs) and wealth management firms, today announced the launch of Multiply, an AI-powered referral engine that gives advisory firms the systems, coaching and automation to turn existing client relationships into a consistent source of new business.

The launch follows WealthReach's recent acquisition of the intellectual property (IP) assets of Model FA, imparting methodologies developed over decades of hands-on consulting. Previously only available through one-on-one coaching, these proven referral marketing systems are now embedded directly into WealthReach’s AI-backed platform through Multiply, automating processes that once required years of dedicated coaching.

“Every advisor wants referrals, but most don't understand the strategies that lead clients to refer,” said David DeCelle, co-founder and chief partnerships officer at WealthReach. “The facts are that over 80% of clients are willing to refer their advisor, but most never do. Multiply gives advisors the infrastructure, tools and automation needed to execute the elements of client referrals that most advisory firms struggle to get right.”

Model FA was led by DeCelle, who remained Model FA's CEO until its IP acquisition and who has guided more than 250 RIAs in building and scaling organic growth strategies, and drew on the expertise of Dan Allison, a referral expert whose Feedback Marketing framework has helped hundreds of advisory firms turn existing client relationships into a steady stream of new business. Model FA licensed Allison’s Feedback Marketing IP in 2019 to help build its coaching and consulting platform. This foundation is reflected in Multiply’s design, which focuses on helping firms operationalize referral behavior rather than simply encouraging it.

Multiply helps firms optimize timing referral conversations, personalizing outreach messaging and follow-up tracking. Advisors also gain access to 50-plus high-quality training videos, a full referral learning library with assessments and scenario roleplay and “AI Dan”-Allison's complete knowledge base, accessible through a conversational AI interface, on demand.

“This is what the Model FA IP acquisition was built to do,” said Michael Barrasso, co-founder and CEO of WealthReach. “We didn't acquire that IP to sit on it. We acquired it because the Feedback Marketing methodology is the most proven referral system in the advisory industry, and we knew we could take what previously required dedicated person-to-person engagement and turn it into something every firm on our platform could use starting day one.”

Multiply is the third engine in WealthReach's organic growth ecosystem. While Attract helps firms earn qualified visibility across Google and AI-driven search platforms and Convert identifies anonymous website visitors and powers personalized, compliance-aware outreach, Multiply turns new clients into a repeatable source of qualified referrals. The module integrates directly with WealthReach’s existing Attract and Convert engines, connecting referral workflows to outreach sequences and prospect intelligence data. Together, the three engines create a flywheel in which each one strengthens the others over time, while every referral touchpoint remains governed by WealthReach’s compliance engine, with FINRA gift limits and SEC Marketing Rule considerations built in.

Advisors can request a demo of Multiply or learn more at wealthreach.ai.

About WealthReach

WealthReach is an AI-powered growth platform built for financial advisors and wealth management firms. The company helps firms modernize organic growth through tools designed to improve visibility, support personalized outreach, and turn demand into conversations. For more information, please visit wealthreach.ai.

Fonte: Business Wire