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My New Financial Advisor Links Financial Advisors, Clients




Santa Barbara-based My New Financial Advisor, a startup which helps match financial advisors with potential clients, said today that it has launched a new service to help generate client referrals for those advisors using phone calls. The startup is tapping fellow Santa Barbara firm RingRevenue for technology to track call performance and handle call-based referrals for financial advisors. Details of the business deal between My New Financial Advisor and RingRevenue were not disclosed. RingRevenue is headed by Jason Spievak; My New Financial Advisor was founded by Frank Troise.


 

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