Blog

Announcing Referral-EDGE

We are pleased to bring you Referral-EDGE, an interactive, web-based tool developed by Infinata, Inc., and customized for National Financial clients. Referral-EDGE taps into an extensive database of timely, relevant, and public information on high-net-worth individuals, retirement plans, centers of influence (COIs), foundations, and endowments. It can help you gain insight into your existing clients, uncover qualified prospective clients, and network with influential professionals. Use it to help develop richer relationships and uncover strong connections for referrals. Contact Paul Edwards (pedwards@macg.com) for more information.

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