WealthReach, a New York-based organic growth platform built for registered investment advisors and wealth management firms, has launched 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 assets of Model FA, a referral marketing consultancy whose methodologies were developed over decades of hands-on work with advisory firms.
Model FA was led by David DeCelle, now co-founder and Chief Partnerships Officer at WealthReach, who guided more than 250 RIAs in building and scaling organic growth strategies. The company also drew on the expertise of Dan Allison, a referral expert whose Feedback Marketing framework has helped hundreds of advisory firms convert existing client relationships into new business. Model FA licensed Allison’s Feedback Marketing IP in 2019 to build its coaching and consulting platform. Previously available only through one-on-one coaching engagements, those methodologies are now embedded directly into WealthReach’s AI-backed platform through Multiply, automating processes that once required years of dedicated coaching.
Multiply helps firms optimize timing for referral conversations, personalize outreach messaging, and track follow-up activity. Advisors gain access to more than 50 training videos, a full referral learning library with assessments and scenario roleplay, and a conversational AI interface called AI Dan that makes Allison’s complete knowledge base available on demand. Every referral touchpoint is governed by WealthReach’s compliance engine, with FINRA gift limits and SEC Marketing Rule considerations built in.
Multiply is the third engine in WealthReach’s organic growth ecosystem, joining Attract, which helps firms earn visibility across Google and AI-driven search platforms, and Convert, which identifies anonymous website visitors and powers personalized compliance-aware outreach. The three engines integrate directly with one another, connecting referral workflows to outreach sequences and prospect intelligence data to create a compounding growth flywheel.
KEY QUOTES:
“Every advisor wants referrals, but most don’t understand the strategies that lead clients to refer. 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.”
David DeCelle, Co-Founder and Chief Partnerships Officer, WealthReach
“This is what the Model FA IP acquisition was built to do. 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.”
Michael Barrasso, Co-Founder and CEO, WealthReach
