A STRATEGIC PARTNERSHIP FOR WEALTH ADVISORS
Elevate client retention with an exclusive, zero-cost travel benefit
Help your clients fly first class and stay five-star — at rates they’re already spending on economy.
A zero-cost partnership that gives your clients a complimentary $1,000 VPT Silver Membership, with no lift required from your firm.
The Partnership Value
1
Client Retention
Clients get first-class flights and white-glove service funded by spend they’re already making — a tangible perk that deepens the relationship and keeps them close to your firm.
—Clients receive $1,000 of service, free
—Reinforces your firm’s holistic value
—Zero cost to your firm
A perk clients remember.
2
Financial Optimization
We ensure clients are maximizing the financial assets hiding in plain sight — their credit card spend and loyalty points.
—Comprehensive credit card audit & strategy
—Double or triple annual point accumulation
—No change to spending habits required
Turning spend into value.
3
Luxury Concierge Access
Full-service execution across every segment of travel, so your team can stay focused on core financial strategy.
—24/7 global support — issues handled before you know about them
—Preferred pricing, guaranteed upgrades, VIP amenities
—Complex, multi-stage itinerary execution (120+ countries)
White-glove, every time.
4
Seamless Integration
A straightforward, zero-cost opportunity to activate for your entire client base — live in days, not months.
—Finalize a simple referral agreement
—Branded co-marketing materials provided
—Clients self-onboard directly with VPT
Live in days, not months.
$1,000
Annual value of the complimentary VPT Silver Membership offered to your clients
2–3x
Potential point & mile accumulation lift after a VPT strategy overhaul
120+
Countries of firsthand travel experience behind every itinerary
Ready to offer your clients more?
Zero-cost, high-perceived value. Schedule a 15-minute discussion on partnership implementation.
Gabriel Douek, CEO | 619-365-5611 | gabe@vantagepointtravel.com