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Path Advisory Program

Contact us today to learn more about the Path Advisory Program.

Our team will assist you with Path as we help bridge the gap between you and your clients.


The platform will help you to Translate, C
ollaborate and allow your clients to Innovate in a fast, changing business world.

Book a Discovery Call about Path Advisory Program

Opportunities and Key Benefits

Our goal with the Path Advisor Program is to empower and reward trusted advisors for utilizing and providing new technology solutions.

growth for yOUR PRACTICE:

  • Offer value-added services to your clients
  • Increase revenues and profitability
  • Acquire new clients
  • Real-time visibility into your clients' business

benefits:

  • Certified Path Advisor Badge
  • Glass Plaque Award
  • Life-time special pricing
  • Earn $50 cash/reward for each client sign-up after 4
  • Monthly group call with our CEO, Robert J. Chandler
  • Opportunity to receive business clients'
  • Get paid for firm, client and case studies
  • Listing on PathbySimplex.com advisor page*
  • Recognition and Rewards for Top 10 Path Advisors*
  • Company and individual marketing exposure
    i.e. guest blog and social media post, featured on website, newsletter articles, co-hosting webinar and etc.

ENROLLMENT PROCESS

3 Easy Steps

Step
1


COMPLETE APPLICATION

Complete an application that includes (9) questions that allows us to get to know you better and to determine if you are an eligible candidate for the program. The application is designed to measure your involvement in the advisory community and your knowledge of small businesses and experience in the accounting industry.

Step

2


RESULTS OF APPLICAITON

You will receive an email from advisory@simplexfinancials.com with results of eligibility. If accepted, you will receive additional information on how to  get started.

 
Step

3


WELCOME MEETING TO PATH AVISORY PROGRAM

  • One-on-one meeting / on-boarding call
  • Receive Path Certified Advisory badge & plaque
  • Co-branded marketing materials
  • Road map to the Path by Simplex product features 

 

START BENEFITING WITH PATH TODAY
You are just a phone call way