This partner program rewards agencies and advisors for referring qualified leads and closed deals, offering straightforward cash payouts for conversions and volume-based introductions. Partners can expect flat-fee commissions ranging from $2,000 to $4,000 per converted client and milestone bonuses for hitting referral-count targets, with payment delays that vary by campaign. Special seasonal or campaign windows and qualifying deal stages apply to some rewards. The program is suited to agencies or individual advisors who generate high-quality introductions and closed business.
Top Benefits
Most rewards require referred leads to enter specific pipeline stages or be marked approved/closed-won to qualify, ensuring payouts are tied to verified, revenue-generating outcomes.
Earn a $2,000 commission when a referred lead reaches a qualifying closed or client stage and the new client pays their first invoice (paid after a short verification delay).
2 Members
Get $2,500 after referring five qualified introductions that are approved (paid one month after the milestone is met).
Receive a $4,000 payout for referrals that close during a specified year-end campaign window (qualifying deals must reach closed-won during the campaign; payout follows a 60-day verification delay).
For advisors, receive $2,000 for each introduction that converts into a client by reaching qualifying pipeline stages (paid one month after conversion).