Get connected
Discuss the program, confirm eligibility and put the agreement in place.
THE ADVISORGROWTH PARTNER PROGRAM
We have the relationships.
You have their trust.
Your relationships can create real business. Introduce advisors and firm owners to AdvisorGrowth, and earn a share of the revenue from qualifying deals.
Start a conversationWHY WE NEED YOU
The opportunity is there.
The introduction matters.
Advisors and firm owners may not know which buyers, capital providers or independent platforms are worth a conversation. Another sales pitch may never get their attention.
A conversation with someone they trust can. You bring the relationship and context. We bring the solution relationships and the team to evaluate opportunities and help execute.
YOUR PARTICIPATION
A share in the business you introduce.
Earn referral compensation when an eligible introduction results in a completed transaction and AdvisorGrowth receives its fee. We explain the compensation structure and payment terms during your partner conversation.
Eligibility, accepted attribution and payment terms follow the written agreement.
WHO THE PROGRAM IS FOR
Strong relationships. A shared opportunity.
If you have a network of financial advisors or wealth management firm owners, we’d like to hear from you. Your relationships matter more than your job title.
A few examples of people who may be a fit
- Former complex, branch and regional leaders
- Retired advisors and industry veterans
- Wholesalers
- Wealth management consultants
These are examples, not an exhaustive list. Participation is subject to program eligibility and any applicable employer requirements.
HOW THE PARTNERSHIP WORKS
You make the introduction.
We lead the advisory process.
Make an introduction
Start a real conversation and introduce the advisor with their permission. We review the opportunity and confirm attribution.
Stay informed. Share in success.
We work directly with the advisor and keep you informed. Qualifying collected fees create your commission.
You do not need to value the firm, recommend transaction terms or negotiate a deal.
PARTNER SUPPORT
Support to put your
relationships to work.
Get the tools, training and marketing support to recognize opportunities, start conversations and stay informed.
Your partner dashboard
A place to submit introductions and follow the progress of accepted opportunities.
Marketing support
A dedicated landing page and outreach campaigns for relevant audiences, reviewed and approved by you before they run.
Training and partner calls
Learn what to listen for, how to introduce AdvisorGrowth and when to bring our team into the conversation.
Weekly deal intelligence
Our weekly partner newsletter covers real market activity, deal economics and what those developments could mean for your network.
Who comes to mind?
Let’s talk about your relationships and how the partner program could fit.