Professional Partnerships

Partnering With Trusted Professionals

At Smart Money GPS™, partnerships are built on trust, alignment, and shared values — not volume.

Our professional referral program is intentionally designed for established professionals who already serve as trusted advisors and want to add meaningful value for their clients without taking on additional operational burden.

We work most closely with professionals in industries where financial responsibility and long-term decision-making matter, including:

• Real estate agents and brokers
• Mortgage lenders
• Insurance professionals
• CPAs and accountants
• Financial advisors and coaches
• Business owners and professionals who guide financial decisions

These professionals are often the first to hear when clients feel financially stuck — despite doing “everything right.” Introducing Smart Money GPS™ allows you to provide a strategic solution without stepping outside your lane.

Benefits of Experiencing the Money Max Account Firsthand

While it is not a strict requirement, we strongly encourage professional partners to personally experience the Money Max Account™. By doing so, partners gain valuable insights and firsthand knowledge that significantly enhance their ability to communicate its benefits to clients.

Advantages of Using the System Yourself

There are several key reasons why direct experience with the Money Max Account™ is recommended:

• Speak authentically and confidently about its features and value.

• Gain a deeper understanding of the strategy beyond a surface-level explanation.

• More effectively identify when the system is an appropriate fit for your clients.

Personal Experience Leads to Stronger Referrals

Professionals who have used the system themselves tend to refer it more naturally and with greater confidence. Their personal understanding of the value allows them to communicate its benefits more effectively, making their recommendations more genuine and impactful.

How the Partnership Works

Our referral model is intentionally simple.

• You receive a dedicated referral website
• You introduce Smart Money GPS™ to your client when appropriate
• Your client is guided through the process directly by our team
• We handle education, analysis, and implementation
• You’re compensated for the referral

There’s no ongoing management, selling, or servicing required on your end.

This structure allows you to:

• Support your clients more deeply

• Strengthen trust and retention

• Add a high-value solution without adding complexity to your business

Referral Compensation

Professional partners are compensated for successful referrals.

Referral payments are:

• Paid weekly

• Transparent and consistent

• Based on completed enrollments

Compensation can be up to $500 per qualified referral, depending on the engagement.

We intentionally keep the referral process straightforward and performance-based — aligned with professional standards, not volume-driven marketing.