About the Referral Program
Share the wealth with financial professionals in the industry and you both get $100 off. Here's how it works:
- Identify financial professionals who could benefit from the Circle of Wealth®
- Send us their name and we will email them on your behalf a discount coupon to get $100 off their subscription start-up
- When they join, you will receive a $100 store credit*
*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
Complete the form to send us your referral's information, and we will follow up with your referral.
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.