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

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

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.