{"id":437,"date":"2025-01-21T18:01:15","date_gmt":"2025-01-21T18:01:15","guid":{"rendered":"https:\/\/secure.eplanservices401k.com\/blog\/?post_type=article&#038;p=437"},"modified":"2025-05-28T15:25:15","modified_gmt":"2025-05-28T15:25:15","slug":"introducing-our-financial-advisor-referral-program","status":"publish","type":"article","link":"https:\/\/secure.eplanservices401k.com\/blog\/article\/introducing-our-financial-advisor-referral-program\/","title":{"rendered":"Introducing Our Financial Advisor Referral Program"},"content":{"rendered":"\n<p>As a respected financial advisor, you\u2019re no stranger to recommending only the best for your<br>clients. With ePlan Services, that streak will only continue because we are offering you an<br>opportunity to build your authoritative reputation as well as help your clients to save big bucks!<br>How? With our financial advisor referral program. When you recommend our services to your<br>many clients, we\u2019ll ensure they get $1000 off their plan set up.<\/p>\n\n\n\n<h2 style=\"text-align:center\">Key Takeaways<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>ePlan Services presents a new financial advisor referral program.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Only referrals from financial advisors will allow business owners to receive $1000 off<br>their initial setup fee.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Financial advisors have a chance to help their clients save money while solidifying their<br>reputations of excellence.<\/li>\n<\/ul>\n\n\n\n<h2>How does the referral Program work?<\/h2>\n\n\n\n<p>Now through May 31st, 2025, you can secure an exclusive $1000 discount on ePlan<br>Services retirement plan set up fees for your clients. This opportunity can only be offered to<br>your clients by you, their knowledgeable financial advisor. Getting started is a breeze. Simply<br>provide the following information:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Your client&#8217;s name<\/li>\n\n\n\n<li>How many employees they have<\/li>\n\n\n\n<li>Whether it&#8217;s a startup plan or a conversion <\/li>\n\n\n\n<li>Your compensation as an advisor<\/li>\n<\/ul>\n\n\n\n<p>Once we&#8217;ve collected this information, your client can enjoy $1000 off their retirement plan setup fees as our way of thanking them for their business. And, your clients will thank you for helping them save big bucks.<\/p>\n\n\n\n<h2>How can this referral program help advisors?<\/h2>\n\n\n\n<p>As a seasoned financial advisor, this referral program could create a nice business growth<br>opportunity for you. Just imagine the clients you recommend to ePlan Services returning the<br>favor by recommending your financial services to their personal networks. This is one<br>opportunity that you should be sure to seize.<\/p>\n\n\n\n<h2>Conclusion<\/h2>\n\n\n\n<p>A financial advisor such as yourself should pride themselves on offering only the best tools, resources, and recommendations to their clients. Let ePlan Services help you keep your reputation intact by providing your clients with outstanding savings which may in turn help to increase your book of business in the process. For more useful tools and resources from ePlan Services <a href=\"mailto:sales@eplanservices.com\">contact our sales team<\/a> today.<\/p>\n\n\n\n<p><br>** Referrals must be received by 05\/31\/25 with plans activated by 6\/30\/25.<\/p>\n","protected":false},"featured_media":440,"template":"","categories":[24],"tags":[],"class_list":["post-437","article","type-article","status-publish","has-post-thumbnail","hentry","category-for-advisors"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Introducing Our Financial Advisor Referral Program - 401(k) Blog<\/title>\n<meta name=\"description\" content=\"Advisors, now is your chance to save your clients $1,000 in setup fees simply by referring them to ePlan Services.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/secure.eplanservices401k.com\/blog\/article\/introducing-our-financial-advisor-referral-program\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Introducing Our Financial Advisor Referral Program - 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