introductions left on the table
We found 34 referral-ready moments in 48 wealth advisor conversations. Only 11 were acted on.
11 acted on23 missed
For independent wealth advisors
Practice every satisfying conversation before it happens.
Meet Atlas, your AI practice partner. Rehearse referral asks, annual reviews, and introductions until they feel natural, then walk into the real meeting prepared.
A practice partner in your browser. No download, no firm approval.
14-day free trial. No credit card. No firm approval.
Live sessionReferral ask · Round 204:12
Atlas, playing Margaret (client since 2019)
We’ve been really happy with how you’ve handled things. Why do you ask?
You
The families I do my best work for usually come from clients like you. Is there someone you’d want to have this same conversation?
Atlas coaching · after round 2
LandedYou tied the ask to her own experience, not your growth goals.
AdjustPause after the question. In round one you filled the silence.
The gap
The referral gap is real.
Your clients want to refer you. 85% say they would. Only 29% ever have. That is a 56-point gap, and it is not a loyalty problem. It is a practice problem. The advisors who close that gap are the ones who have rehearsed the conversation before it happens.
Intent versus action
Say they would refer you
85%
Have ever referred you
29%
56points between intent and action. Closing it takes practice, not loyalty.
In real meetings
The referral moments are already in your meetings. Most go unpracticed.
The close-rate gap between advisors
Top advisors close at 80%. Others close as low as 12%. The difference is preparation.
From AmpUp’s analysis of wealth advisor meetings.
What you get
Meet Atlas. Your practice partner and meeting-prep coach.
Atlas works in two modes. Practice mode lets you rehearse conversations until they feel natural. Prep mode gets you ready for a specific meeting. Both are built around one idea: the advisors who practice are the advisors who grow.
Practice
Atlas plays the client. You play yourself. Run a referral ask, an annual review, or a COI introduction. After each round, Atlas shows you what landed and what to adjust. Go again until the conversation feels like yours, not a script.
Prep
Before your next client meeting, Atlas reviews the household context and drafts a conversation plan: what to cover, where the referral moment sits, and how to phrase the ask in your voice. Walk in prepared. Walk out with an introduction.
The math
One more introduction per year. Do the math.
The average new advisory relationship is worth $2M in AUM. At a 1% fee, that is $20K in annual revenue, growing as the relationship compounds. One introduction per advisor per year turns practice into $60-120K in new advisory revenue, per advisor, each year. AmpUp costs less than a single client dinner.
AUM in an average new advisory relationship$2M
Advisory fee1%
Annual revenue, growing as the relationship compounds$20K
New advisory revenue, per advisor, each year$60–120K
Run it on your own book.
A $100M book that adds one extra $2M relationship a year grows 2% a year from referrals alone: $10M+ in new assets over five years.
$100M
$2M
1
- Annual growth from referrals alone
- 2.0%
- New AUM over 5 years
- $10M+
- Added revenue in year 5, at a 1% fee
- $100K+
Before market growth, and before introduced clients introduce others.
How it works
Three steps to your first practice session
- 01
Sign up.
Two minutes. No firm approval, no IT ticket.
- 02
Set the scene.
Pick a conversation type: referral ask, annual review, introduction to a center of influence. Atlas adapts to your style.
- 03
Practice.
Run the conversation with Atlas. Get coaching after each round. Repeat until the conversation feels like yours.
Every day after that
10 minutes before your next meeting.
- Open Atlas.
- Review the plan.
- Run one practice round.
- Walk in prepared.
Who built it
Built by the team behind AmpUp, with engineering from Google, Netflix, Oracle, and AWS.
Across 12,000 coaching conversations and 23 organizations, AmpUp users see 6.8x stage progression and 30% revenue uplift.
- Coaching conversations
- 12,000
- Organizations
- 23
- Stage progression
- 6.8x
- Revenue uplift
- 30%
- Weekly active usage by week 2*
- 80%+
Trusted by
Platform-wide results across AmpUp customers. *Weekly active usage measured in AmpUp’s EV manufacturer pilot.
Works with the tools you already use.
Practifi
Redtail
Salesforce
Wealthbox
Orion
Addepar
eMoney
RightCapital
Microsoft 365Compliance
Built for regulated conversations.
- SOC 2 Type II certified.
- Your client data never trains our models.
- Every coaching suggestion traces to a source you can verify.
- Atlas coaches in your voice, not a generic script.
- Nothing is sent to clients. Nothing leaves your account.
FAQ
Questions advisors ask first
No. AmpUp is for practice and preparation. You rehearse conversations with Atlas and prep before meetings; nothing joins or records your client meetings.
No. You sign up as an individual advisor. There is no firm approval, no IT setup, and nothing to install: AmpUp runs in your browser.
Yes. AmpUp is SOC 2 Type II certified, your client data never trains our models, and nothing is sent to clients or leaves your account.
Your 14-day trial has full access and needs no credit card. When it ends, you decide whether to subscribe, and you can cancel anytime.
Your clients are ready to refer you. Practice the conversation that makes it happen.
Your first practice session takes 4 minutes. 14-day free trial, full access, no credit card, no firm approval. Cancel anytime.
Start your first session now