About the Referral Program
Share the wealth with other financial professionals and you both win. Here’s how it works:
- Help others in your network discover the Circle of Wealth®
- Send us their name and email and we’ll send them a $100 off coupon for their subscription start-up
- You will receive a $750 referral training credit when they join*
*Earn referral training credits when your referral has been a paid, active member for 6 months. Credits can be used for up to 50% of any training program and up to 25% of COW College. There is no limit to how much you can earn, and credits never expire.
Share Your Success Story
You have first-hand experience of how the Circle of Wealth® has helped you and your clients. Simply share with your network your own experience.
Send Us Your Referral
Fill out the form with your referral’s information and we will follow up with them as soon as possible!
Referrals Will Receive:
- Invite to attend a demo webinar
- 14-day FREE Trial
- $100 Off Start Up Coupon
- Quick concept video series