How the "1031 DST Guy" is Leveraging BDR.AI to Generate More Referral Partnerships

In this client spotlight interview, Ray DeWitt — “The 1031 DST Guy” — shares how partnering with BDR.ai transformed his LinkedIn outreach and business development strategy.

Ray works with high-net-worth investors and high-income earners to help them reduce taxes through strategic investments and 1031 DST opportunities. Before implementing AI-powered automation, he was doing manual outreach and generating just 1–2 meetings per month.

After partnering with BDR.ai?

✅ Several meetings per week

✅ Referral partnerships producing business

✅ Webinar registrations and attendance more than doubled

✅ Significant time savings for his virtual assistant

✅ 18+ months of ROI already covered

Instead of focusing only on direct prospects, Ray strategically targeted Centers of Influence — CPAs, advisors, and professionals who could refer multiple clients. That shift accelerated revenue and created scalable growth.

In this interview, Ray discusses:

• Why he decided to invest in AI-powered outreach

• The difference between manual outreach vs. automation

• How referral partnerships outperform one-off prospecting

• The impact on webinar growth and marketing efficiency

• His advice for business owners hesitant about using AI

If you’re a business owner, consultant, financial advisor, or professional looking to generate consistent meetings, build referral partnerships, and increase ROI through LinkedIn automation, this conversation is for you.