The Referring Advisor/Admin
- May be any Visionary Square partner advisor or admin*
- Must be involved and impactful in the recruiting process
- Cannot have any economic interest in the referral affiliating with Visionary Square
Your Network, Your Reward
Advisor Referral Rewards Program
As we continually build our community of advisors, we’re requesting referrals from our most valued and trusted network - our current partner firms. Be rewarded for simply leveraging your network.
Submit a qualified advisor referral as part of the Advisor Referral Rewards Program and you could receive up to $20,000* for a referral that affiliates with Visionary Square.
Eligibility Requirements
Contact
Email: [email protected]
Phone: 888.430.1555
Address
11215 N. Community House Road, Suite 775, Charlotte, NC 28277
The Referred Advisor
- Have a validated minimum of $25 million in transferable assets under management (AUM)**
- Not already engaged with Visionary Square Advancement
Rewards
- We are offering up to $20,000* for a referral that affiliates with Visionary Square.
- Payment of the reward will be processed 90 days from the referred advisor’s transition date to Visionary Square and both the referring advisor or admin and the referred advisor must be with Visionary Square at the time of the payment.
Submit Your Referral
* Administrators include any associate in an administrative, clerical, or other non-sales role in the firm.
* *Payment subject to Visionary Square analysis of production documentation provided by referred advisor at time of Visionary Square affiliation. Visionary Square reserves the right to negotiate cumulative payments in the case of a new partner firm transitioning with multiple advisors. Visionary Square may revoke this special promotion at any time and without prior notice.