Become a partner of Habits

Think Habits could be beneficial to people you work with? Become a partner of Habits and help your clients connect with a financial advisor.

The Financial Services Industry Is Outdated

The most formative years of anyone's financial plan is the start, yet the majority of financial advisors only cater to those nearing retirement

With Typical Advisors:

$2.0M

Investible assets required to work with them.

Limited

To products they make commission on.

1-800

Numbers when you want to contact them

But Habits Advisors Are Different...

The Financial Services Industry Is Outdated

The most formative years of anyone's financial plan is the start, yet the majority of financial advisors only cater to those nearing retirement

With Typical Advisors:

$2.0M

Investible assets required to work with them.

Limited

To products they make commission on.

1-800

Numbers when you want to contact them

But Habits Advisors Are Different...

The Financial Services Industry Is Outdated

The most formative years of anyone's financial plan is the start, yet the majority of financial advisors only cater to those nearing retirement

With Typical Advisors:

$2.0M

Investible assets required to work with them.

Limited

To products they make commission on.

1-800

Numbers when you want to contact them

But Habits Advisors Are Different...

The Financial Services Industry Is Outdated

The most formative years of anyone's financial plan is the start, yet the majority of financial advisors only cater to those nearing retirement

With Typical Advisors:

$2.0M

Investible assets required to work with them.

Limited

To products they make commission on.

1-800

Numbers when you want to contact them

But Habits Advisors Are Different...

Earn Money by Becoming a Partner

There's never been a better time to priortize financial wellness

Earn Money for Referrals

Businesses, CPAs, attorneys, influencers, and more can refer clients to Habits and earn money for referrals.

Partners earn money by referring people to Habits for an advisor

Benefit Your Network

Habits makes it easy for anyone to access top financial advisors and start building a stronger financial future.

70%
Around 70% of people don't have an advisor but want one

Leverage Rapid Innovation

1%
Only the top 1% of financial advisor applicants are accepted

We add new features and top advisors monthly, keeping your network ahead with the best options.

Get started

Get Started

Share some further information and one of our team will be in touch to set up a call where we will discuss further

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