Partner Program
Sales training for agents, brokers and advisors, plus your own white-label platform
Learn the education-first process that turns first meetings into long relationships, then hand your clients a version of Money Blueprint carrying your name, your logo and your colors.
$299/mo per partner
Includes the full training library, live coaching sessions, and the white-label client page. Billing starts after your application is approved.
What the partner plan includes
Five training modules
Discovery, prospecting, objections, ethics and running the platform with clients.
Live coaching sessions
Book time to work through real cases and practice the conversation out loud.
White-label client page
Your name, logo, colors and booking link on a page you can share anywhere.
Client-ready tools
Wellness quiz, debt payoff calculator, budget and the Financial Health Score.
Compliance-minded language
Education-first wording written to stay clear of guarantees and promises.
Bilingual throughout
Every module, tool and client page works in English and Spanish.
The training library
Self-paced modules in English and Spanish, each with lessons and a short quiz. Your progress is saved as you go.
Module 1 · 18 min
The education-first conversation
People buy from someone who helped them understand their own situation. This module sets the frame you will use in every meeting.
Module 2 · 22 min
Prospecting and pipeline
A steady week beats a heroic month. This module builds a repeatable source of first appointments.
Module 3 · 25 min
The discovery meeting, step by step
A structured hour that gathers everything you need and leaves the household feeling understood.
Module 4 · 20 min
Objections, ethics and suitability
Objections are usually missing information or missing trust. Handle both without pressure.
Module 5 · 16 min
Running Money Blueprint with your clients
How to put the platform to work as your client experience, including the white-label option.
White label, in plain terms
Once you are approved, you set your brand name, logo, colors and booking link, then publish a client page at your own web address. Your clients see your brand while the education and tools stay maintained by us.
Apply for the partner program
Tell us about your practice. We review every application and reply within two business days.
The partner program provides sales process education and software tools only. It does not provide investment, insurance, tax, accounting or legal advice, and it does not supervise your practice. Partners remain responsible for their own licensing, suitability documentation and compliance review.