At Avantax, we understand the value of trusted relationships. That's why we're excited to relaunch our Referral Program exclusively for our valued Financial Professionals like you.
Do you know a friend, colleague, or peer who you believe would be a great match with Avantax?
You have the opportunity to help them reap the benefits of a tax-intelligent approach and earn substantial rewards for yourself.
Here are the two payout options you could be eligible for:
- Earn $10,000 per referral who affiliates with Avantax and has $100,000 or more in 12-month trailing GDC or more.
- Earn $500 per referral who affiliates with Avantax and has less than $100,000 in 12-month trailing GDC.
If you have someone in mind, simply fill out the referral form to the right to get started.
Don't miss out on this exciting opportunity to grow your bottom line while helping others discover the advantages of partnering with Avantax.