CHIP Pro, For Financial Professionals
Your clients are building their financial team. So are you.
Join the platform where financial professionals grow their practice, build real partnerships, and reach the clients who need them most.
Free to join. No referral fees. No hidden costs.
What You Get
Visibility Where It Counts
Discovered by clients actively looking for your expertise
Clients Looking For You
Already aligned with your practice. No cold leads.
Real Cross-Industry Partnerships
Connect with planners, CPAs, attorneys, and coaches
✓ Free to join · ✓ No referral fees · ✓ No hidden costs
The Problem
Financial professionals work in silos. Clients pay the price.
Your client has a CPA, an estate attorney, a financial advisor, and a coach. None of them are talking to each other. Decisions get made in isolation. Gaps go unnoticed. Clients fall through the cracks.
Acquisition
High client acquisition costs
You're spending time and money chasing leads that don't convert or don't fit. There's no efficient way to reach people already looking for your specific expertise.
Visibility
Limited visibility beyond your network
Your expertise is real. But without the right platform, the right clients can't find you. Word-of-mouth only goes so far.
Collaboration
No infrastructure for collaboration
Referrals are ad-hoc. Cross-discipline partnerships take years to build from scratch. There's no shared system: just scattered individual practices.
The CHIP Solution
This is where the financial ecosystem connects.
CHIP matches clients to their full financial team (planner, CPA, coach, estate attorney, insurance professional) in one coordinated platform. As a CHIP Pro member, you’re part of that team.
“While CHIP customers are building their financial team: professionals on CHIP are building theirs.”
CHIP IS NOT A DIRECTORY. It’s a collaborative professional community.
CHIP is not…
- A generic listing service
- A robo-advisor or automation tool
- A one-size-fits-all matchmaker
CHIP is…
- A vetted ecosystem of trusted financial professionals
- A referral network built on real relationships
- A platform for cross-discipline growth and collaboration
In their own words
Hear it from CHIP Pros
Financial professionals already on CHIP, talking about what the platform has meant for their practice.
Why Join CHIP Pro
Everything you need to grow, in one place.
Visibility Where It Counts
Get discovered by clients actively looking for your expertise. Your CHIP Pro profile puts you in front of the right people, not just anyone browsing.
Real Cross-Industry Partnerships
Connect with estate planners, CPAs, advisors, coaches, and insurance professionals. Build referral relationships that benefit your clients and your practice.
Qualified Referrals
CHIP matches clients based on their journey, goals, and readiness, so when a referral arrives, it's already aligned with your practice. No cold leads.
Speaking & Thought Leadership
Share your expertise through CHIP's content platform, virtual events, and the WTF Financial Accelerator. Build authority with an engaged audience.
A Collaborative Community
Stop working in a silo. Join a vetted network of professionals who coordinate, refer, and collaborate, because the best outcomes happen when advisors work as a team.
Practice Growth Tools
From your profile to intake management to co-branded content, CHIP Pro gives you the tools to scale your practice without scaling your overhead.
CHIP Pro Directory
Your profile. Your practice. Your team.
Every CHIP Pro member gets a dedicated, verified profile: searchable, optimized, and built to convert. CHIP clients don’t browse blindly, they’re matched. Your profile is surfaced to the right client at the right moment in their financial journey.
- Your credentials, designations, and specializations
- Your service focus and ideal client profile
- Availability and intake preferences
- Direct booking and consultation links
- Client reviews and professional endorsements
CHIP clients are matched to professionals, not pointed to a list. When your profile is live, you’re already in the room.
Sample CHIP Pro Profile
Jordan Rivera, CFP®
Financial Planner · Growth Strategy
● Currently accepting new clients · Free 30-min intro call
Request Consultation →The Ecosystem
Six disciplines. One platform. Infinite referral potential.
CHIP connects professionals across every corner of the financial services landscape, so a warm referral is just one conversation away.
Financial Planners
CFP · ChFC · PFS · CPWA
Estate Planning Attorneys
AEP · CTFA · Estate Law
Financial Coaches
AFC · Certified Coaches
CPAs & Tax Professionals
CPA · EA · PFS
Insurance Professionals
CLU · CLTC · CPCU
Other Financial Experts
Investment · Retirement · Specialty
“When a client needs an estate attorney, their planner can refer directly within the same platform. That’s not just a referral: that’s a coordinated team.
And that’s what CHIP (Changing How Individuals Prosper) is built for.”
Dana L. Wilson Founder & CEO
Build Your Brand
The platform doesn’t just connect you: it amplifies you.
CHIP Pro members get exclusive access to thought leadership opportunities that go beyond a profile listing.
Contribute to the CHIP Insights Blog
Publish expert content to an audience actively seeking financial guidance. Build credibility and SEO footprint with every post.
Speak at CHIP Events
Join panels, webinars, and live Q&As alongside fellow professionals. Reach prospective clients and referral partners at the same time.
Partner with WTF: The Financial Accelerator
CHIP’s 8-week intensive for small business owners. Featured experts get direct exposure to the entrepreneurs who need you most.
Social & Content Co-Promotion
CHIP amplifies your expertise across its social channels. Get featured in newsletters, roundups, and platform spotlights.
Our Mission
Closing the wealth gap: one team at a time.
By joining CHIP Pro, you become part of a mission to make financial guidance accessible to people who’ve historically been left out. The wealth gap isn’t closed by information: it’s closed by access to the right people.