Advisory & Wealth General
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      What’s the best way to refer a friend or colleague to Secfi?

      Referring a friend or colleague to Secfi is easy! You can choose from the following options:

      1. Using your Secfi account:
      1. Log in to your Secfi account at https://my.secfi.app.
      2. Visit the "Referrals" section by going to https://my.secfi.app/settings/referrals/.
      3. Get your custom referral link from there, which you can then share with your friend or colleague.
      4. They can use this link to sign up for Secfi and request a free introductory call.

      2. Through our Referral Program:

      1. Visit https://secfi.com/referral-program.
      2. Provide us with your contact information and your friend or colleague's contact information.
      3. We'll take it from there and reach out to them.
      4. Choose the method that's most convenient for you, and we'll help your friend or colleague get started with Secfi. Thank you for your referral!