Deborah W. Ellis
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Referral Affiliates

Thank you for thinking so highly of our services that you are willing to refer your clients, colleagues and associates to us. I assure you that we will do everything in our power to service their needs beyond your expectations. I sincerely thank you for your support!

There are several areas in which you can refer your contacts to us so that you can earn referral affiliate commissions.
These include:
  • Financial Plans
  • Financial Speaking
  • Financial Coaching
  • Assets Under Management
When making referrals to us, please ask your contacts to advise us that you were the one that made this connection. Please have them ask for me, Deb Ellis and then give them my phone number 424-276-1028 or email address dellis@cogentadvisors.com and ask them to contact me. You can also contact me as well and provide their contact information. I will gladly offer any and all of your referrals a no obligation, complimentary 30-minute consultation.

To provide you even more of an incentive. I am offering you a Referral Affiliate Commission, a monitary "thank you" of $50 for each lead that converts into a sale.  See the referral plan below:

This is NOT network marketing or MLM -- so we do NOT pay out on second level referrals. What I mean is that  if you refer me to your friend (who does business with me) and then this friend refers me to their friend, who also does business with me, you will only be paid referral commissions on the first friend, and not the second. In the speaking business we call these “Spin-Off Engagements.” You will earn commission on the first referral, and each additional referral that you make, but not on referrals from referrals.

NOTE: If your an organization or company that cannot receive commissions in check form for referring business to me, we can gift you credit towards any program, speaking, coaching or training in the form of a discount. Your discount can apply to your department, your company or you can gift your discount to a non profit organization of your or our choice as part of your CSR (Corporate Social Responsibility) program.

To qualify for this Affiliate Program simply just complete the information below. All Referral Affiliates Commissions are tabulated throughout the month and you will be paid no later than the 10th day of the following month. If you don’t already have a copy of my latest book, you will receive a signed copy of my book with your referral check.

    Fill Out This Form

    If you can't accept check payments, put n/a and we'll talk about your options.
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All written on this site is for information purposes only. Opinions expressed herein are solely those of Cogent Independent Advisors, Inc.  and our editorial staff. Material presented is believed to be from reliable sources, however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your Registered Investment Advisor in the State of California. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than legally permitted. Images and photographs are included for the sole purpose of visually enhancing the website. none of them are photographs of current or former clients. The should not be construed as an endorsement or testimonial from any of the persons in the photographs.
Copyright © 2017DeborahWEllis
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  • Home
  • About Us
  • Financial Services
    • Financial Plans
    • Financial Coaching
    • Investment Advice
  • Financial Speaker
  • Blog
  • Contact
  • Opt-in Report