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Paychex Group Health Insurance Save 35% on group health insurance, free EPLI and 401(k) | | |
Discount & Reward Platform Save over $5,328 on deals from thousands of leading brands, and get 2-20% cashback. | | |
Onboarding and Employee Training Software 7 Day Free Trial. 10% Off Your First 12 Months. | | |
Skillshare Online Courses Free 30-Day Trial + 40% Off Membership | | |
Upside Cash Back on Gas & Food Save $0.30/gal* on gas, and more cashback savings. | | |
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Advisor Websites and Marketing Solutions Free Digital Marketing Assessment, 15% Off Subscriptions and Reduced Setup Fees | | |
Branded Magazines & Postcards 65% Discount | | |
CPA Site Solutions Website Complimentary website ($6000 value) | 25% off hosting fee | $0 cost for the first 2 months | | |
Client Intelligence Platform 15% discount | | |
Constant Contact Email Marketing Platform Activate a free trial and receive 10% off for 12 months | | |
Educational Marketing Systems for Financial Advisors Save 30% on License Agreement | | |
Linq Digital Business Cards 15% discount on all purchases | | |
ROL Advisor 10% Discount on All Plans | | |
Skillshare Online Courses Free 30-Day Trial + 40% Off Membership | | |
Snappy Kraken Marketing Automation 15% off one-time setup fee and monthly license fee | | |
TE+A Marketing Agency Save over $500 on marketing services, brand development and more. | | |
TIFIN Wealth Free for firms managing under $100M AUM. 20% discount for firms managing above. | | |
Turnkey Public Relations for Advisors Receive up to 2 extra media placements at no charge. | | |
Weekly Market Commentary Videos 25% Discount ($300 Annual Savings) | | |
White Glove Seminars Complimentary Marketing Analysis and $5 Discount Per Household. | | |
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Advise “Held Away” 401k Accounts Exclusive discounts on both "Starter" and "Professional" plans. | | |
BILL Spend & Expense Free software. Plus, exclusive deal to match points and cashback perks on other credit cards. | | |
Best Buy Exclusive offers, promos and flash deals | | |
Client Intelligence Platform 15% discount | | |
Compliance Strategy & Technology Solutions Save 20% or More | | |
Digital Signature & Doc Management Software Extended 30-day free trial plus 50% discount for your first year | | |
Flat-Fee Outsourced Portfolio Management Reduced Fee: 0.35% of AUM with an annual household cap of $1,200 | | |
Linq Digital Business Cards 15% discount on all purchases | | |
Office Depot Savings Program Save Up to 55% On Supplies and Technology | | |
SmartRIA Compliance Platform 20% off SmartRIA software. 50% off onboarding services. | | |
TIFIN Wealth Free for firms managing under $100M AUM. 20% discount for firms managing above. | | |
Trendrating 15% Discount Off List Price of Standard & Premium Versions | | |
Visory Cybersecurity and IT Services 10% Discount | | |
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Support for M&A Transactions Waived retainer fee for serious inquirers* | | |
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Paychex Group Health Insurance Save 35% on group health insurance, free EPLI and 401(k) | | |
AiK2 Insurance for Wealth Managers Save an average of 15% on insurance premiums. | | |
Comprehensive E&O Insurance Save up to 15% on your annual policy premium. | | |
LegalShield Affordable Legal Services 30% Off Legal Advice & Plans | | |
Quest Health Choose from 75+ lab tests for allergies, heart health, digestive health, infectious diseases, men’s and women’s health, sexual health and more. | | |
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Paychex Group Health Insurance Save 35% on group health insurance, free EPLI and 401(k) | | |
1-800 Accountant Complimentary Tax Analysis ($199 value) + Free 30-Day Trial of ClientBooks | | |
BILL Spend & Expense Free software. Plus, exclusive deal to match points and cashback perks on other credit cards. | | |
Digital Signature & Doc Management Software Extended 30-day free trial plus 50% discount for your first year | | |
LegalShield Affordable Legal Services 30% Off Legal Advice & Plans | | |
Office Depot Savings Program Save Up to 55% On Supplies and Technology | | |
Outsourced CFO & Accounting Services Savings up to 20% | | |
QuickBooks Accounting Software Save 30% for 12 months | | |
UPS Savings Account Save up to 50% on your shipping needs. | | |
Visory Cybersecurity and IT Services 10% Discount | | |
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Advise “Held Away” 401k Accounts Exclusive discounts on both "Starter" and "Professional" plans. | | |
Compliance Strategy & Technology Solutions Save 20% or More | | |
Comprehensive E&O Insurance Save up to 15% on your annual policy premium. | | |
SmartRIA Compliance Platform 20% off SmartRIA software. 50% off onboarding services. | | |
Visory Cybersecurity and IT Services 10% Discount | | |
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Discount & Reward Platform Save over $5,328 on deals from thousands of leading brands, and get 2-20% cashback. | | |
1-800 Contacts New Customers Get 20% Off Sitewide | | |
Allbirds: Sustainable Shoes & Clothing Save Up to 40% + Flash Deals | | |
Goodyear Tire 10% Discount + Flash Deals | | |
GourmetGiftBaskets.com 20% Discount | | |
Hydro Flask Get Up to 40% Off. Limited time only, while supplies last. | | |
Linq Digital Business Cards 15% discount on all purchases | | |
Quest Health Choose from 75+ lab tests for allergies, heart health, digestive health, infectious diseases, men’s and women’s health, sexual health and more. | | |
Turo Car Rental 35% less than traditional companies and options for drivers under the age of 25 | | |
Upside Cash Back on Gas & Food Save $0.30/gal* on gas, and more cashback savings. | | |
Viome Health Intelligence Save $110 on Viome Health Intelligence Tests | | |
Winestyr Wine Club Get $40 Off Your First Club Shipment | | |
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BILL Spend & Expense Free software. Plus, exclusive deal to match points and cashback perks on other credit cards. | | |
Fast and Simple Business Financing Enjoy Discounted Rates | | |
Small Business Lending Free application and will not affect your credit score. | | |
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Advise “Held Away” 401k Accounts Exclusive discounts on both "Starter" and "Professional" plans. | | |
Alternative Income Solutions Receive a complimentary consultation. Engineering diversified income solutions with low risk of loss, high income, and little or no correlation to broad markets for high net worth individuals and their advisors. | | |
Coinbase Crypto Platform Sign Up and Get Up to $200 in Crypto | | |
Flat-Fee Outsourced Portfolio Management Reduced Fee: 0.35% of AUM with an annual household cap of $1,200 | | |
LifeYield 20% off retail pricing. | | |
Outsourced CIO 20% Discount on Fee Schedule | | |
TIFIN Wealth Free for firms managing under $100M AUM. 20% discount for firms managing above. | | |
Trendrating 15% Discount Off List Price of Standard & Premium Versions | | |
Weekly Market Commentary Videos 25% Discount ($300 Annual Savings) | | |
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Onboarding and Employee Training Software 7 Day Free Trial. 10% Off Your First 12 Months. | | |
Skillshare Online Courses Free 30-Day Trial + 40% Off Membership | | |
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LegalShield Affordable Legal Services 30% Off Legal Advice & Plans | | |
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Paychex Group Health Insurance Save 35% on group health insurance, free EPLI and 401(k) | | |
QuickBooks Accounting Software Save 30% for 12 months | | |
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1-800 Accountant Complimentary Tax Analysis ($199 value) + Free 30-Day Trial of ClientBooks | | |
QuickBooks Accounting Software Save 30% for 12 months | | |
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White Glove Seminars Complimentary Marketing Analysis and $5 Discount Per Household. | | |