Share the Wealth
Referral Program

Know other financial professionals who would benefit from joining the Circle of Wealth® community?

About the Referral Program

Share the wealth with other financial professionals and you both get $100. Here's how it works:

*Store credit can be used toward the purchase of any product, training, or subscription service we sell; such as, software, coaching course, training programs, COW College, etc. There is no limit to the amount of credit you can earn and credits do not expire.

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:


For each person you refer, we will enter your name into our “Referral Program Raffle” to win a Circle of Wealth® branded prize. The raffle is held during our Roundtable Webinar, and you do not have to be present to win.


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