About the Referral Program
Share the wealth with other financial professionals and you both get $100. 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 coupon for their subscription start-up
- You will receive a $100 store credit when they join*
*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.
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
- Quick concept video series
Bonus
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.