Client Referral Program


Send a friend a $50 Visa gift card just for meeting with us! Get a $50 Visa gift card for yourself. 

Get up to $1,000 when they become a client.

Terms and Conditions

Members:

To receive a $50 Visa gift card, the referral must participate in an introductory meeting to learn more about our services.  

Receive up to $1,000 of KMG credit on a new service or a Visa gift card if your referral becomes a client of one of the following services - see the reward schedule below for each service:

  1. $500 - When your referral subscribes to one of these packages:  Strategic Leadership Coaching, Client Meeting Preparation, Operational Performance or Complete Practice Management
  2. $1,000 - When your referral sells a practice on our Advisor Legacy Platform
*Note:  For situations when your referral subscribes to multiple services, your award applies only to the first service.

Referrals:

To receive a $50 Visa gift card, the referral must participate in an introductory meeting to learn more about our services.  

Please enter your name and email to register

Terms and Conditions