d2 refer & win contest!

The contest runs from August 1 to October 31 with three top prizes:

  • D2 will pay for you to hold your own client referral event (up to $2,500)
  • D2DM will manage two of your digital platforms for one year (a $14,400 value)
  • We’ll give you access to Bill Cates’ online referral training for one year (a $2,500 value)

For every referral that a current client submits to D2, you’ll get one entry into a drawing for these prizes.

[Referral = you share the value of D2 with a colleague and send their contact info to us to set up a complimentary consultation.]


 If you want to get even more entries in the pot, give our D2 Golden Ticket  to a potential D2 client (click the link to download and save). The ticket entitles them to free registration to D2 Live, along with one night’s free hotel stay. If they use the Golden Ticket and attend D2 Live, you’ll get FIVE entries in the drawing!

Contest Recap:
1. Think of advisors you know who would be a good fit to work with the coaches at D2.

2. Share the value you’ve experienced with D2 with these advisors, and ask if they’d be willing to do a complimentary consultation with us. You can also pass along our Golden Ticketfor D2 Live!

3. Send their name and contact info to or to your D2 coach. We’ll follow-up with the prospect, and we’ll keep track of your referral count in our weekly tracker.

4. The contest runs from August 1 to October 31, so feel free to repeat the process as much as possible.

5. In November, we’ll hold a drawing to determine the top prize winners! 

If you have questions about the D2 Refer & Win Contest, contact Payton Boyd at

referral resources

We have expert coaches at D2 who are pros at both asking for referrals and teaching others how to do it. These resources below from our coaches will guide you through the process of asking for referrals! Just click each link to download that resource, and click the video below to watch the webinar on referrals.

d2 Digital series:

how to multiply your best clients!


Contact us

What’s the Right direction for You?

We help financial advisors build an extraordinary life and practice. Fill in the form below so we can find out what extraordinary means for you.

This field is for validation purposes and should be left unchanged.