An Introduction to the Trusted Advisor Program
We will partner you with one of our dedicated Relationship Managers, who will help you take the simple steps necessary to harvest the opportunities that already exist in your practice. You will save your clients money and build a significant revenue stream for your firm.
Let’s Get Started
For more information about the iTransact Trusted Advisor program, please submit your contact information below. You will be contacted by a representative to schedule your personal webinar.
For questions about the Trusted Advisor program, please call iTransact at 801-939-5698.
Why iTransact?
The Progressive Financial Advisor
iTransact and The Progressive Financial Advisor have partnered to bring you the iTransact Trusted Advisor Program.
Enhance your role as a trusted advisor:
Your clients save money, thanks to your advice. At the very least, you can help your clients confirm if the rate they’re paying is competitive.
Additional revenue for your firm:
You earn money even while your clients save on their credit card processing fees. You’ll even have online access to the processing volume of your clients who participate.
No additional work:
Once you’ve given approval, the iTransact team will work directly with your clients, leaving you to continue business as usual.
