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Alliance Program

Client Centered

The goal of our Alliance Program is to build a partnership with like-minded professionals and create a win/win for your firm and ours. 

We aim to build a long-term partnership where you can earn recurring revenue by introducing us to your clients. This isn't a one-time opportunity—it's a consistent, ongoing income stream.

The Alliance Program is a Great Fit for Professionals Who:

  • Have trusted, ongoing relationships with individual and/or business clients
  • Want to offer added value to their clients through financial services
  • Are looking for a recurring revenue opportunity, not just one-time referrals 
  • Frequently refer clients to outside specialists or advisors

Operate in industries like...

Accounting & Tax Planning

We work with Accountants & Tax Planning professionals in areas like:

  • Tax Planning
  • Asset Positioning
  • Real Estate
Learn more

Law & Legal Services

We work with Attorneys in areas like:

  • Divorce
  • Estate & Trust 
  • Business Planning / Succession 
  • Real Estate
Learn more

Insurance Specialists

We work with Insurance Specialists in areas like: 

  • Medical 
  • Property & Casualty
Learn more

HR & Benefits Management

We work with HR & Benefits professionals in areas like:

  • Broker of Record services for retirement and medical plans 
  • Stock Options support
Learn more

Why Partner With Us?

✔ Ongoing Revenue Stream: Unlike traditional one-time referral programs, our alliance program offers recurring revenue with each client you introduce. 

✔ No Hassle, We Do the Work: Once you make the introduction, we take care of the rest - from the initial meeting, to onboarding and ongoing service.

✔ No Liability: You are not liable, as it is our fiduciary responsibility to take care of your clients.

Program Details

Step One: Partner With Us

Become an official alliance partner.

Step Two: Introduce Us to your Clients

Introduce us to your clients. If it's a good fit for both parties, we will move forward onboarding them as a client.

Step Three: Earn Recurring Revenue

Receive a percentage of revenue on advisory and consulting fees.