Our Customer Referral Program is designed to celebrate and reward the invaluable support of financial advisors like you. Your trust in our services drives our success, and we are excited to offer you the opportunity to share that trust with your colleagues and peers.

1. All current clients are eligible to participate in the referral program.

2. Referrals must be individuals or businesses not currently using Ghost services or with whom we have not already been in contact.

1. Identify Potential Referrals: Consider colleagues, peers, or clients in your network who may benefit from our services.

2. Make an Introduction: You can connect us directly via email or share their contact information with us. Please ensure you have their permission before sharing their details. Alternatively, you can submit their contact information through this form.

3. Receive Confirmation: We will let you know if your referral is already a Ghost customer or if we have been in contact with them previously.

4. Provide Feedback: If you have specific insights about the potential referral that could help us tailor our approach, please include that information.

1. For each successful referral that leads to a new client engagement, you will receive a free virtual content capture session and a short promotional video as a token of our appreciation.

2. These incentives are non-transferable and may be altered or terminated at our discretion, with prior notice.

1. Confidentiality and Privacy: Ensure that all referrals are made in compliance with applicable privacy laws. Do not share personal information unless you have the explicit consent of the referral.

2. No Solicitation: This program does not constitute solicitation or pressure on advisors to refer clients. Participation is entirely voluntary.

3. Disclosure of Incentives: If asked, please be transparent about the incentives involved in our referral program, as part of your ethical obligations as a financial advisor.

4. Regulatory Compliance: Both parties must adhere to industry regulations relevant to financial marketing and referral activities. Ensure all communications align with appropriate compliance standards.

If you have any questions or need clarification about the referral process or the program itself, please do not hesitate to reach out to us. We value your partnership and want to ensure that this program is mutually beneficial.

Thank you once again for your trust and support. We look forward to continuing our successful partnership and helping even more clients together!