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Trust Training for Financial Advisors

Help investors and Financial Advisors build better retirement plans and make some cash while you’re at it.

Do you love sharing tax strategies with clients? Do you like to connect your clients, friends, and community to things that you believe are valuable? Are you a natural promoter?

As a CPAGamePlan affiliate you could be doing all those things for your audience while also earning a recurring 30% commission for every investor, family, business owner, and Financial Advisor you send our way.

Learn from CPAGamePlan founder Jim Munchbach

Here’s how our CPAGamePlan Affiliate Program works:

Sign up

Anyone can join the CPAGamePlan affiliate program. Seriously, you don’t even need to be a CPAGamePlan customer to promote CPAGamePlan. But to be a successful affiliate, you must:

  1. Understand the importance of Financial Life Planning and believe in the power of CPAGamePlan

  2. Have an audience who needs a powerful, yet simple Financial Life Planning process to help them build a better retirement online.

 

Share with your audience

To earn that sweet recurring commission, all you need to do is start sharing the custom link we send you in all the right places. But we want you to be a really successful affiliate. That’s why we also hook you up with helpful resources including:

  • A series of training courses with Jim Munchbach

  • Graphics and video assets to create your content

  • Evergreen webinars to use as your funnel

  • A dashboard to track your progress

Earn!

We send you a 30% commission for every person who signs up to CPAGamePlan through your affiliate link. But it’s not just that one payment when they sign up. That 30% is going to hit your bank account every month for as long as their CPAGamePlan account is active.

Want to see how much you could be making right now?

Slide the toggle on our Commision Calculator to get a look at some real numbers you could be earning.

P.S. This scale only shows commissions for referrals on our lowest monthly plan. You can earn MUCH more if your referrals have larger email lists.

AFFILIATE COMMISSION CALCULATOR

$8.70/mo

Monthly commission for referring 1 account for up to 1,000 subscribers

Slide the calculator to see your commission grow!

(Our calculator seems to be out of commission at the moment, our team is working on it as of December 9, 2021)

Join our mission to help investors build a better retirement online as a CPAGamePlan affiliate

Through our CPAGamePlan affiliate program you’re not only earning extra money for you and your family, you’re also helping other investors just like you do the same. By connecting your audience with CPAGamePlan you’re helping them build a better retirement online and live out their vision, values, and purpose.

So be that driving force, that sense of accountability, and that encouraging friend your audience needs as they make this big leap into a better financial future.

 

Share Your Experience

CPA Team-Based Blueprint

Your role as a “fiduciary” probably doesn’t leave much room for marketing. You and your team provide something special for investors, families, and business owners. Join CPAGamePlan and let us share your story.

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