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 refferals 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.
How It Works (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 the 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.