Referral Program
Share the Thrive Difference — Earn Exclusive Invitations
At Thrive, we’ve always believed our best clients know other great families who could benefit from our approach to retirement planning. That’s why we’ve relaunched our Thrive Ambassador Program — giving you the chance to introduce the people you care about to the same forward-thinking guidance you’ve trusted.
Why Become an Ambassador?
Tax-Smart Guidance
Help your friends and family discover tax-smart strategies for retirement.
Shared Tools
Provide them with access to the same tools, workshops, and personalized reports that you’ve experienced.
Trusted Care
Know that you’re putting your loved ones in the hands of a fiduciary team who truly puts their interests first.
Exclusive Ambassador Perks
As a thank-you, Ambassadors receive invitations to exclusive Thrive client events throughout the year — experiences designed to celebrate our relationships with clients who share Thrive with others. These events are by-invitation-only and are our way of saying thank you for helping more families plan smarter for retirement.
How It Works
STEP 1
Invite your friends, family, or neighbors to attend one of our educational workshops or join us for a complimentary consultation.
STEP 2
Simply share your Ambassador Invite Link or provide their contact info to our team (with permission).
STEP 3
Once they attend, you’ll unlock access to Thrive’s exclusive Ambassador events — and know you’ve helped someone you care about gain greater clarity for their retirement.
Who Do You Know Who Is Ready To Thrive?
To share your referral, please send your referral’s contact info, make a “virtual introduction” by filling out this form