You know other advisors who are managing equity in spreadsheets. If Grantd would help them, introduce us and we will thank you with a $250 Amazon gift card once they come on board.
Book a time with GrantdThe simplest way is to encourage your contact to book a call with us. Send the ready-made note below if it helps.
Your referral picks a slot on our contact us page and mentions your name when they meet with us. That is how the gift card gets tied back to you.
Once they make their first payment (term length to be confirmed), we send your $250 Amazon gift card. Please allow 20 business days from their first payment for us to process it.
Fill in the two names and send it along. The booking link is already in it.
Hi [name],
I work with Grantd, an AI-driven equity compensation planning platform that unlocks held-away assets and surfaces the insights and strategies you need to better serve your clients.
I think it would be a good fit for your practice. You can grab time with the team here: book a call. Please mention my name when you speak with them.
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Send your referral to our calendar, and ask them to mention your name.
*Gift cards are issued after the referred advisor's first payment clears; minimum term to be confirmed. Allow 20 business days from that payment for processing. Full terms to follow. While supplies last.
