Our Holistifan Referral Program is our way of saying thank you.
Referral Bonuses
Receive a $150 gift card for every new customer you refer to Holistiplan.
Subscription Discounts
New referred customers receive 10% off of their first year of a Premium subscription.
Custom Dashboard
Experience a custom dashboard to track referrals and earnings and social share.
Any Holistiplan member can join! Here’s how to get started:
To refer a friend through the Holistiplan app, start by navigating to the “My Account” section. Once there, scroll to the bottom of the page and click on the “Refer a Friend” button. From there, you can sign up and begin sharing Holistiplan with other advisors!
Holistiplan is hard at work, and features are being added all the time. Sign up for updates to stay up to date on our latest features and offerings.
