Get $2,000 In Ad Spend Credited To Your Apex Account In 3 Simple Steps

We allow Apex clients to make private introductions to other advisors who may be a strong fit for what we do.

When a referred advisor becomes a client, we take $2,000 off your next bill and cover that portion of your advertising cost ourselves.

$2,000 Ad Spend Credit

Applied directly to your next Apex ad spend bill

Real dollars we pay on your behalf toward your campaigns

Refer up to 4 advisors to receive up to $8,000 in free ad spend

Important Stipulations

You must be an active Apex client in order to refer

The referral must close within 60 days of submission

Credit is applied after the referred advisor goes live (7-10 days typically)

Credit is applied as ad spend only

No cash value, transfers, or substitutions

Up to 4 referrals maximum (up to $8,000 in free ad spend)


Who Is Eligible to Be Referred

To maintain quality and protect everyone involved, we only work with advisors who meet all of the following criteria:

Holds either a Series 65 or 66, CFP, or CFA

Runs an RIA or is an IAR (not broker)

Works with investment / planning clients (not insurance-only or annuity-only)

Growth oriented and open to paid client acquisition

If someone does not meet these requirements, we will not move forward.

Get Your Credit In 3 Simple Steps

Step 1 — Tell A Friend or Colleague About Us

Tell a colleague or peer about Apex who you believe could genuinely benefit.

This should be someone you respect professionally and would feel comfortable vouching for.

*Note - our pricing varies depending on needs and scale, sharing a range is better than exact numbers.


Step 2 — Suggest They Visit Our Website To Schedule A Meeting With Our Team

Your colleague books a strategy call directly with Apex:

They can submit an inquiry anywhere on our main website, or book a meeting directly at 👉 https://apexacquisition.com/call

This ensures:

Proper qualification

Clear expectations and accurate pricing

A clean, professional experience

Step 3 — You Submit Their Name Below

Once you have made us known to your friend or colleague, submit the form on this page with their name. This allows us to tie the relationship back to you.

If they become an Apex client within 60 days, and successfully go live, you receive a $2,000 ad spend credit immediately.


Enter their name in the form below so we can tie the relationship back to you ⬇️



Questions?

Reach out to your Apex point of contact and they will be happy to assist.