Referral Program

What is your second opinion service?

Give the gift of peace of mind to your friends or family. Our second opinion service is made up of two 1-hour meetings for your friends or family with an adviser from our team. We’ll use this time to walk through our process, just like we did for you, so they’re able to move forward with confidence in their financial plan.

Do you have someone interested in learning more, but feels hesitant? Not a problem! We can set up a brief call to answer preliminary questions, before we schedule time with an adviser.

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Who is eligible to take advantage of your second opinion service?

Who is eligible to take advantage of your second opinion service?

Our team of advisers work with people just like you. Reap Financial distinctly serves families that have saved at least $300,000 - $500,000 in investable assets. Anyone who is important to you is important to us.  If you refer someone that doesn’t meet the firm minimum, we will connect them with a vetted fiduciary adviser outside of our organization.

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How do I refer?

How do I refer?

You can refer one of two easy ways!

  1. Provide an email introduction for your friend or family member and your adviser. This connects everyone and allows our team to get to work for your friends or family members.
  2. Pass along our office’s phone number, 512-249-7300, to your friend or family member, when they call a member of our staff will schedule a time to speak with an adviser.
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I referred over a friend or family member. What now?

I referred over a friend or family member. What now?

Our team will be in touch with a quick thank you to confirm that we connected with your friend or family member.

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When can I expect to see a rebate on my fees, and how much can I expect?

When can I expect to see a rebate on my fees, and how much can I expect?

When you refer a friend or family member who moves a minimum of $300,000 to our management, you'll receive a $250 rebate towards your annual fees. You’ll see this the first month of the quarter after they become a client. For example, if your friend becomes a client in August, you'll receive a $250 rebate in October. You can receive this credit up to 4 times per calendar year.

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