A credible card at every seminar
Your photo, designations, firm details and a short intro video in one link, so attendees remember who explained it best.
Ryfa for Finance, Banking & Insurance
Relationship businesses need relationship tools.
Advisors, CPAs, loan officers and agents grow through trust and introductions. Ryfa helps you make a credible first impression and stay close to the professionals who refer you.
Free to join iPhone, Android & web
Who it’s for
Ryfa for Financial Advisors, Bankers & Insurance Agents
Seminar attendees and centers of influence meet you once. Without a structured way to stay in touch, the referral relationship never forms. Ryfa fixes the part that happens after the introduction.
- Financial advisors and planners
- Wealth and investment managers
- Bankers and loan officers
- Insurance agents and brokers
- Accountants and CPAs
- Tax professionals and bookkeepers
- Estate and retirement planners
- Commercial finance professionals
Where you meet people
- Client seminars
- Lunch-and-learns
- Estate-planning councils
- Chamber events
- Tax season meetings
How finance, banking & insurance pros use Ryfa
Three ways Ryfa fits your week.
A centers-of-influence circle
Bring your attorney, CPA and business-owner contacts into one group that meets quarterly and trades introductions.
Networking kept separate from client files
Ryfa is for professional introductions and conversations. Keep account and policy details in your compliant systems.
Your referral circle
The partners who send you business.
In finance, banking & insurance, the best referrals often come from estate attorneys, cpas, mortgage, business owners, real estate and insurance. Put them in one Ryfa group with a standing meeting and a chat, and referrals start flowing both ways.
Start a referral groupFAQ
Questions from finance, banking & insurance professionals
Is Ryfa compliant for financial advisors?
Ryfa is a networking tool for introductions and professional conversations, not a system for client financial data. Check your firm’s compliance and communications policies before using any messaging app with clients.
How do advisors build referral relationships with CPAs and attorneys?
Consistently: meet regularly, share useful introductions both ways and keep the conversation going between meetings. A small private group with a standing meeting is one of the simplest ways to do that.
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Bring your finance, banking & insurance network together.
Create your free Ryfa card in a couple of minutes and start growing your network today.