Be the Hero.
Solve their Problems, Retain Clients ...
If you’re like most Financial Advisors, CPAs, and Accountants, about 45% of your clients only last between 2 and 3 years.
And the reasons they leave?
The Freedom Plan
Why will your clients love the Freedom Plan?
Peace of mind. You know that feeling that you inspire in them when they feel like they’ve taken care of things – their personal finances, their business books, their financial future? That’s what awaits them at the other end of the Freedom Plan process. Their estate plan, wills, powers of attorney, and legacy are ensured.
And they’ll love working with the Freedom Plan to accomplish all that because:
Earning from your recommendations
The Freedom Plan team knows the power of a good recommendation – and we want to make it easy for you to earn money for yours.
So you’ll be provided with a specific link that coded just for you. Whenever you recommend the Plan you send that link along with your recommendation.
When that client visits the site and completes the Trust application it will be attributed directly to your recommendation. Simple!
Here’s how it works:
#1: Sign Up
#2: Learn More
#3: EARN More
Yes, you’ll get all the customer-retaining benefits of introducing a valuable service to your clients – building trust and loyalty – AND get paid up to a 15% commission while you do.
Take the first Step – Sign up to become an FP Affiliate Now!
You can email email@example.com and we’ll reply within 24 hours
- Monthly FP Affiliate Plan Webinar
- Social Media Graphics for you to post
- (ask about getting your OWN branded affiliate page!)
- Professionally authored email templates to introduce your clients to the Freedom Plan