How to Refer a Client?

After setting up your dashboard, you’ll receive a unique referral link to share with your client. Simply click “Add Client” to email them this link. When they sign up through it, you’ll be notified as they begin and complete the process.

You can track their progress directly on your dashboard once they start. After they finish and make their payment, you can request access to view their documents right from your dashboard.

Check details here: https://fastwill.com/financial-advisors