Advisor program.
We reward advisors who successfully refer our packages to clients, colleagues, family, and friends.
Step 1
Schedule a Call
Contact us to register for the program.
Step 2
Introduce Us
Send us your referrals.
Step 3
Get Rewarded
When your referral purchases a package, you’ll both benefit.
Why referrals love us.
Invaluable Gift
Exciting gift for future generations.
Personalized Approach
Collaborative & custom process.
Exceptional Experience
Premium experience for your referrals.
Simple Process
Simple way to document important stories.
Easy to Use
Convenient way to watch & listen across devices.
Discounted Rate
Preferred rate for your referrals.
Donating to charitable causes.
Some advisors direct referral fees to their clients’ favourite non-profit or charitable organizations. Receipts can be allocated to advisors or their clients. Let us know what works best and we’ll accommodate.
How advisors partner with us.
Advisors recommend CONTEXT Studios to clients looking to document their legacy, values, and life stories for future generations. We partner with advisors to create legacy-focused content for newsletters, blogs, and podcasts. We also speak at events and participate in webinars.
Estate Planners
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Estate Lawyers
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Private Bankers
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Financial Advisors
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Wealth Management Advisors
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Accounting & Tax Advisors
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Family Business Advisors
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Family Office Advisors
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Family Foundation Advisors
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Life Insurance Advisors
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Philanthropy Advisors
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Endowment Advisors
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Business Advisors
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Estate Planners • Estate Lawyers • Private Bankers • Financial Advisors • Wealth Management Advisors • Accounting & Tax Advisors • Family Business Advisors • Family Office Advisors • Family Foundation Advisors • Life Insurance Advisors • Philanthropy Advisors • Endowment Advisors • Business Advisors •
What advisors are saying.