At Financial Gravity we aim to instantly set you apart from the rest with licensed programs to build your business. Our Partner Program is proven to provide financial professionals with recognized trademarked service offerings, business support, and marketing materials. This includes access to both our Tax Blueprint® and Tax Operating System® solution offerings. That way you can add value to your clients and your business.

Growing your financial advisory business in today’s marketplace can be quite challenging.

Growing your financial advisory business in today’s marketplace can be quite challenging. Higher consumer expectations, technological pressures and increased industry complexity require companies to differentiate themselves more and more.

We offer three distinct licensed programs under the Partner Program designed to fit the unique needs of your business. These can be obtained for a monthly licensing fee.

Bronze Level

Have the ability to offer your clients the Tax Blueprint® and Tax Operating System® solutions as a licensed offering from your business. Besides differentiating yourself in the market you will also receive a commission on every Tax Blueprint® and Tax Operating System that is sold. We’ll provide you with training and access to our quotation system, training, marketing materials, cloud-based membersite, and more!

All this and more can be licensed for a monthly fee.

Silver Level

A step up from Bronze Level, this program increases your commission potential for every Tax Blueprint®. Besides getting the benefits of the Bronze level, you get access to our exclusive Automated Marketing System, which provides for you a fully automated funnel-based system that turns leads you used to lose into warm and nurtured clients!

All this and more can be licensed for a monthly fee.

Gold Level

This is our premier program. This program increases your commission potential for every Tax Blueprint®. Besides getting the benefits of the Bronze and Silver level, you get the TaxCoach Prospector Referral System and Advisor Architect to help you turn your practice into a profitable and change-embracing business!

All this and more can be licensed for a monthly fee.