Help

FAQ

What are the best ways to promote Anderson to my members/clients?

We currently offer many ways to promote Anderson and the strategies we offer to your members and we are always working on putting together new content for you. Here are some of the best ways: 

  • Share your unique landing page links on your website, social media, or blog. We have many great landing pages built and designed to track to you. There are a few offers for free ebooks and one for a free strategy session. Your unique links can be found in each of your available offers
  • Personal recommendations are one of the strongest ways to refer your members and clients to Anderson. If you work with Anderson for your personal structure, sharing your experience goes a long way so your members and clients know they can trust Anderson. If someone inquires about tax planning or preparation, asset protection, business planning, entity formation, bookkeeping, living trusts, etc., this is a great opportunity to mention Anderson and what we do. 
  • Do you love webinars? We do too! Anderson can always speak on a webinar to your audience. We can even put everything together so all you have to do is send out a few emails. We will handle the registration page, webinar set up, and put together the email templates for you. All you need to do is let us know what you would like us to speak about. 
  • Do you have an event coming up? Clint Coons, Toby Mathis, and Michael Bowman are nationally recognized speakers and can make talking about taxes and entity formation exciting and informative. Education is one of our biggest focuses and that is clear when we speak at live or virtual events. 
  • Promote one of Anderson’s events! We host our 3-day Tax and Asset Protection workshop nationwide throughout the year. If your clients are primarily in a certain area, we can let you know when we have an event in that area and provide the marketing materials and registration page for you to promote it. If your clients nationwide are nationwide we can put together an offer that includes tickets to any of our events which you can promote by email, social media, or in tandem with a webinar.
  • Share one of Anderson’s blog posts on your blog or request a blog on a topic we haven’t already covered. If you’d like to repost one of Anderson’s blog, please get in touch with our Affiliate Manager, Amy Kasprzyk, at akasprzyk@andersonadvisors.com or 253-981-6007. She will make sure you have everything you need. 
  • If you have a new idea or there is a topic you want to be covered that we don’t have existing materials on let us know and we will work with you to put together exactly what you are looking for. 

Who is my point of contact?

Amy Kasprzyk is our Affiliate Manager and always a great point of contact regarding all Affiliate matters. She can be reached by email (akasprzyk@andersonadvisors.com) or phone (253-981-6007). 

When are reports ran and when am I paid? 

Reports are ran from the 26th of the previous month to the 25th of the reporting month. They are ran first week of the month for the previous month. Payments are issued around the 15th of the month. For example, May reports account for transactions processed from April 26th-May 25th and the report is ran the first week of June. Payments will be issued around the 15th of June. 

How can I find my sales or lead reports? 

Your reports for leads and sales for the last 6 months can be found on the reports page

Can I be paid via electronic transfer (ie ACH)? 

Yes! Starting in June 2020 we have begun offering the option for our affiliates to be paid via ACH. If you are interested in being paid via ACH, please contact our Affiliate Manager, Amy Kasprzyk, and she will get you the necessary paperwork. You can reach her at 253-981-6007 or akasprzyk@andersonadvisors.com

I saw an event on your website or by email. Can I promote this event?

When we have an event available to promote we will add it as an offer to the affiliate portal.

Will someone from Anderson speak at my event/on my webinar/on my podcast?

We welcome any opportunity to engage with your members and will review every request to determine fit and availability of our team. Please contact our Affiliate Manager, Amy Kasprzyk. (253-981-6007 or akasprzyk@andersonadvisors.com)

I have another group I think you should work with. What do I do?

Amy Kasprzyk can work with you on that! Please reach out to her by phone or email. (253-981-6007 or akasprzyk@andersonadvisors.com)

 

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