Send us a referral. We'll take it from there.
Enter your referral's details below and choose the advisor you want on the call. They'll be contacted within minutes, and the referral stays credited to your code from first touch through to close.
- Takes about a minute
- Your referral is contacted the same day
- Tracked to your code automatically
Who are we reaching out to?
You'll need your referral code — the number you were sent when you registered as a partner. It's what ties this referral back to you.
- Their name, phone, and email
- Your referral code
- The advisor you'd like assigned
- A line or two of context
Your referral won't see this form or the notes you leave. Please make sure they're expecting a call before you submit them.
What your referral actually experiences
So you know exactly what you're putting your name behind.
They hear from an advisor
Within minutes of you submitting, your referral gets a text from the advisor you chose — mentioning you by name, so it never lands cold.
You don't have to make an introduction.
A short discovery call
Fifteen minutes to understand their situation and whether tax strategy is even the right conversation. No pitch, no pressure.
If it isn't a fit, we tell them plainly.
A full assessment
If it makes sense, they book a longer Zoom session where an advisor walks through what their current tax position is costing them.
This is where the real value shows up.
You stay in the loop
You're attached to the referral in our system for the life of the relationship, so you can see where it stands without having to chase anyone.
Credit follows the code, not the conversation.
Don't have a referral code yet?
Register as a referral partner and we'll send your code over. It takes less than a minute, and you only ever need to do it once.
Before you submit
Do I need to tell my referral I'm submitting them?
Yes — please do. An advisor will reach out the same day mentioning your name, and it goes far better when they're expecting it. A quick heads-up text is enough.
What if I forgot my referral code?
It was emailed to you when you registered as a partner. If you can't find it, register again with the same email address and we'll send your original code back — you won't be issued a second one.
Can I choose which advisor gets my referral?
Yes. Pick whichever advisor you'd like on the call. If you don't have a preference, choose any — they all work from the same process.
How do I know my referral was credited to me?
The code you enter attaches you to that contact in our system permanently. You're added as a follower on the record, so you can see it and it can't quietly get reassigned.
Can I submit more than one person?
As many as you like — just submit the form once per person so each gets their own advisor and their own follow-up.
Got someone in mind?
Most partners find the first name is the hardest. After that it becomes a habit.
Submit a referral