Bounce Partnerships are just that, true partnerships with financial institutions and Family Offices where we help you solve your clients' need in whatever way is best for your clientele and your firm.
TWO WAYS TO PARTNERFor You or With You
We can administer our Bounce10 programming for you via a referral partnership, or with you via a process whereby we train select members of your team to bring our programming to your client cohort.
With either option, we provide reporting on time spent, metrics hit, satisfaction attained, and knowledge learned to the advisors, so you can be confident in the ROI you are getting from our team. Additional reporting to clients helps them see the investment your firm has made in their success.
For You
REFERRALDo you have a client or clients who would be a good fit for Bounce10, but want your own team to stay focused on the work that you do best? You can refer clients directly to Bounce10—we do the heavy lift, while you stay updated on their progress.
Reach out to us about referral or
group pricing.
Or book time with one of our Navigators:
With You
TRAINING YOUR TEAMFor the advisors who want a more hands on approach, the Bounce10 team empowers the advisors to be active members in the family learning experience. Your advisors shadow our Navigator through every step of the Bounce process, learning in a hands-on way. Separate break-out sessions allow our Navigators to share best practices.
We know every client is different, and so we take seriously the process of collaborating with your advisors to understand the best way for our process to be received by your client-families.
Discounts available for multi-family purchases.
The Platinum offering is not available for team training.
Fee will be calculated based on the service offering and number of families, with a 25% additional fee for the term during which the training takes place. Subsequent engagements, once your team has been initially trained, will be assessed at a lower fee.
Reach out to select your plan and arrange payment