Know a business owner who could benefit from our services?
Help connect them with Alamo Financial Solutions and earn a reward when they become a paying client.
The more involved you are in helping us connect with the prospect, the higher your potential reward.
4 Ways to Refer. 4 Reward Levels.
Whether you simply provide a qualified prospect's information or personally help connect them with our team, your level of involvement determines your referral reward.
Provide a qualified prospect's contact information.
Simply tell us about a business owner who may need our services and provide their basic contact information through the referral form.
Your involvement:
You provide the referral.
Personally contact the prospect and recommend Alamo Financial Solutions.
Take the next step by reaching out to the prospect yourself and letting them know why you recommend Alamo Financial Solutions.
Your involvement:
You make the initial recommendation.
Directly connect the prospect with Alamo Financial Solutions and encourage them to schedule.
Make a warm introduction between the prospect and our team and encourage them to take the next step by scheduling a consultation.
Your involvement:
You make the direct connection.
Help coordinate the consultation and encourage the prospect to attend.
Go one step further by helping coordinate the consultation and encouraging the prospect to follow through and attend.
Your involvement:
You actively help move the prospect toward a consultation.
The referral program is available to active Alamo Financial Solutions clients in good standing.
You can participate by referring business owners who may need help with their:
A referral reward is issued when the referred prospect:
Once these requirements are met, the referral will be reviewed and the applicable reward will be confirmed.
A qualified referral should generally be:
