Client Referral Program
Our mission is to help as many people as possible achieve financial independence through disciplined, independent investing. If you have a friend, family member, or colleague who is tired of 'brokerage-backed products' and hidden fees, introduce them to the KPP difference.
Introduce a Friend to Independent Investing
The greatest compliment we can receive is a referral from a satisfied client. You and your referral will each receive a $250 discount for the first full quarter of billing. Fill out the form below to begin. Restrictions apply - 4 credits per year.
Common Questions About the KPP Referral Program
Review the details below to learn exactly how our $250 billing credit works, the maximum credits you can earn per year, and the high standard of care your friends and family will experience when they schedule their Complimentary Portfolio Review.
When exactly is the referral credit applied to our accounts?
The $250 billing credit is applied toward your next quarter’s advisory fees once the person you referred officially becomes a client. Your friend or family member will also receive their $250 discount during their first full quarter of billing.
Who is the ideal person to refer to KPP Financial?
Our mission is to help as many people as possible achieve financial independence through disciplined, independent investing. If you have a friend, family member, or colleague who values transparency and could benefit from an unbiased Complimentary Portfolio Review, they are a perfect fit for our community.
Are there any limits on how many referral credits I can earn?
Yes. While we encourage you to share our independent investing approach with your network, the program is restricted to a maximum of 4 referral credits per year.