Refer a Friend or Colleague to PreciseFP
You’ve witnessed the transformation – how PreciseFP streamlined your office, reduced errors, and supercharged your prospect-to-client conversions. Your success with PreciseFP in 2023 saw 33,734 saved hours and $5,060,052 saved practice management dollars.
Now, let’s save even more hours and dollars in 2024 with the greatest compliment we can receive – an introduction.
Here's How it Works:
- Refer Your Peers: Share the secret sauce with your professional circle.
- Seamless Onboarding: As your referrals jump on board, both of you unlock exclusive rewards.*
Rewards that Speak Volumes:
- You: Enjoy a $100 gift card per successful referral*
- Referral: Snag a 50% discount for the first three (3) months
Ready to refer a friend?
Top Financial Advisors Choose PreciseFP
With a high satisfaction rating and ease of implementation, our platform delivers the data you need faster to achieve outstanding results.
See why PreciseFP is a leader on G2, boasting a 96% satisfaction rating and a 92% likelihood to recommend from financial advisors. Don’t just take our word for it—experience it firsthand!
Top Financial Advisors Choose PreciseFP
With a high satisfaction rating and ease of implementation, our platform delivers the data you need faster to achieve outstanding results.
See why PreciseFP is a leader on G2, boasting a 96% satisfaction rating and a 92% likelihood to recommend from financial advisors. Don’t just take our word for it—experience it firsthand!
What happens after I refer someone?
We take it from there with a white glove onboarding for your friend, but feel free to tell them about PreciseFP too!
Can I refer the same person multiple times?
Sure, but the discount is a one-time deal.
Can I keep those referrals coming?
Can I keep those referrals coming?
The Play-by-Play:
- Drop Your Referral: Fill out our online form above.
- Our Team Takes the Lead: We reach out to your referral and offer a white-glove onboarding experience, making the process seamless.
- Exclusive Discount Code: Your referral gets a 50% off code to kickstart their journey.
- 60-Day Return on Investment: Your friend dives into a tailored 60-day onboarding plan.
- Reward Time: After 60 days, revel in your $100 gift card and a personalized thank you.
Begin Introducing PreciseFP to Your Network Today
Whether it’s scrolling through your contacts or suggesting colleagues from LinkedIn, we’re honored by your introduction. Count on us to save your contact time and money by handling their data gathering seamlessly. To get started, fill out the form below.
