The Advisor Ally

Stop losing leads who

aren’t ready yet.

Welcome to the Advisor Ally Program, where we turn “not yet” into future-ready clients. When a potential client needs to improve their financial picture before investing, we help them get there, ensuring they return to you fully prepared.

Empower Your Prospects, Secure Your Future Clients

When you meet clients who aren’t ready to invest, you don’t have to turn them away.

Partner with us to guide them through eliminating debt or gaining financial clarity.

Once they’re financially stable, they’ll come back to you, ready to invest and grow their wealth.

Tailored Programs for Every Need

We offer two specialized tracks: From Debt to Invest for clients with high-interest debt and Where Did My Money Go? for those who need better money management. Our goal is to build a strong financial foundation so clients can confidently return to you, ready for the next step.

Strengthen Client Relationships &

Grow Together

By collaborating with us, you secure future business and keep clients within your network. Additionally, you’ll be added to our list of trusted financial advisors, allowing us to refer clients in your area who are seeking investment guidance. We operate nationwide and are committed to fostering relationships that benefit both our clients and our partners.

FAQs

  • Advisor Ally is a free referral program designed to support financial advisors, planners, and investment professionals who work with clients that aren't quite ready to invest. We provide personalized financial coaching to help those clients reduce debt, stabilize their finances, and become investment-ready — so you can confidently refer them without losing the relationship.

  • Nothing! The Advisor Ally program is completely free to join. There are no membership fees, subscriptions, or hidden costs — just a shared mission to help clients succeed.

  • Refer clients who need help paying off debt, managing their income, improving their credit, or understanding where their money is going. These are typically individuals or families who aren't yet in a position to invest, but want to get there.

  • Once you submit a referral, we’ll reach out to the client for a discovery call. If they choose to work with us, we’ll guide them through coaching tailored to their goals — and keep the door open for them to return to you when they’re ready to invest.

  • Yes. With your client’s consent, we can provide general progress updates so you’ll know when they’re getting close to investment readiness. We’ll never offer them investment products or services — we’ll send them back to you when they’re ready.

  • Absolutely! You can refer as many clients as you’d like. We’re here to support them — and strengthen your client relationships in the process.

  • No. We are a financial coaching company and do not provide investment or securities advice. Our role is to help clients build financial stability and confidence so they can fully benefit from your services when the time is right.

Important Note

While our intention is to prepare clients to return to their original financial advisor, the final decision is up to the client.

Factors such as personal preferences, location, or other considerations may influence their choice.

Our mission is to support their journey and ensure they’re ready for the next step, wherever that may lead.