EXPANDING WALLET TRUSTED PARTNERSHIP

Expanding Wallet Trusted™ Partners

What is Expanding Wallet Trusted™ Partners?

Expanding Wallet Trusted Partners is a network of professionals who have been vetted by Expanding Wallet and accepted into the program for providing exceptional service in their respective fields.

Professionals accepted into the program will receive the distinguished Expanding Wallet Trusted logo to be displayed on their site and/or social media profiles.

What We Look for In Expanding Wallet Trusted™ Partners:

Experience and Expertise
Having a professional who knows their stuff provides you with peace of mind and can save you time and money.

Trustworthy
It’s important to have professionals you can trust, so we look for those with great track records who are honest, transparent, and ethical. It can be very frustrating not to have a professional you can rely on to consistently deliver high-quality service.

Excellent Communication Skills
Professionals who communicate well make your life easier by making complex concepts clear and easy to understand. They are also great listeners and try to understand your goals, preferences, and concerns. Lastly, they are responsive to your questions and concerns.

Exceptional Track Record
We look for reviews and recommendations that show a track record of providing high quality service to clients.

Find an Expanding Wallet Trusted™ Professional Today:

Benefits of Expanding Wallet Trusted™:

Receive Expanding Wallet Trusted™ Logo
The Expanding Wallet Trusted™ logo can be displayed on your website, social media profile, and included in emails.

Referrals
Expanding Wallet will make diligent efforts to provide you with referrals that fit the criteria you provide to Expanding Wallet.

Criteria to Be Considered for Expanding Wallet Trusted™

Real Estate Agent

Certified Realtor
+3 years of experience

General Contractor / Home Services

+3 years of experience

Insurance Broker

+3 years of experience

Life Insurance Agent Providing LTC & Term Life Policies

+3 years of experience

Certified Financial Planner (CFP)

Independent agent preferred
+3 years of experience

Certified Professional Accountant (CPA) / Enrolled Agent (EA)

+3 years of experience

Attorneys

+3 years of experience
Preference to those who specialize in these areas:
- Real Estate
- Business
- Family Law
- Immigration

If you’d like to be considered for EW Trusted, please apply below.

Testimonials

“Andrew’s referral was the perfect match for my business. I enjoy working with investors and he referred me to his friends who were looking to invest in real estate."

“Andrew Clarke's expanding wallet referral program has significantly boosted our lead generation. In the construction industry, referrals and word of mouth are crucial for acquiring new clients, and we are grateful for Andrew's efforts in attracting many new clients through expanding wallet referrals.”

“I wanted to take a moment to express my gratitude for the referrals I received through Andrew's Expanding Wallet program. The connections made have been incredibly valuable, and the process was seamless and efficient. Andrew's dedication to fostering meaningful relationships and providing top-notch service is evident in every interaction. I highly recommend his referral program to anyone looking to expand their network and grow their business. Thank you, Andrew, for your continued support and excellent service!”

“Referrals from the Expanding Wallet program are valuable to my agency because our values align on educating clients and focusing on the outcome. The expanding wallet program provides a wealth of knowledge, and the coaches are down to earth so when I connect with their referrals, the clients don’t have anxiety about risk management and planning. Referrals like that are important to my business because it’s important to have an open dialogue with clients so that you grow together instead of being transactional. The expanding wallet platform makes sure client’s decisions are not just financially sound but also aligned with their long-term goals and this approach resonates with my agency.”

"I can honestly say that meeting Andrew has indeed been a pleasure. It's like having a secret weapon. He has referred some hard leads to me for my career coaching and resume writing business. A few of which I successfully converted into clients. I'm not sure if I ever gave Andrew a proper thank you for that. So I want to take this opportunity to thank Andrew and his team at Expanding Wallet for bringing value to my business. I recommend Andrew's referral program with no reservations.”

"The referrals and introductions I have received from Andrew have been thoughtful and appropriate. I'm grateful for the relationships which have resulted from his efforts. I have confidence that every meeting suggested by him will be well worth my time and attention."

"My wife and I had been looking for someone in real estate in Minnesota that we could trust. Andrew connected us to just a couple of potential agents, and we immediately were drawn to Mariah's knowledge, personality, and focus on truly helping us. Within a month, we put in an offer for an incredible investment property. Thank you, Andrew!!"

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EXPANDING WALLET TRUSTED PARTNERSHIP