Financial advisors work with business owners and practice owners who have needs well beyond their portfolios. Introduce those clients to cost-recovery, tax, and benefits services and you earn a commission of up to 50%, plus residual income on select services. There is no product to sell and no conflict with your practice.
Your clients already trust you with their money, which makes an introduction from you land with unusual weight. Many of them are overpaying on taxes, benefits, or vendor costs, or leaving revenue uncollected, and none of that competes with what you offer. It simply deepens the relationship and adds an income stream that is not tied to assets under management.
Make a warm introduction to a business or practice you already know. That is the whole of your role.
Our team runs the analysis, the proposal, and the delivery. You never have to sell or explain the details.
You earn up to 50% commission, paid as it is earned, plus residual income on select services while the client stays active.
Want to see the numbers for your situation? Try the earnings calculator, or read the full FAQ.
Yes. The services you introduce, cost recovery, tax strategy, benefits, and financing, do not compete with investment advice, so there is no conflict. You are adding value for a client and earning a commission on the introduction, not selling a competing product.
No. You are making an introduction, not delivering the service or giving advice on it. Our team handles the work. Because you are not brokering a regulated product, no additional license is required to participate.
It depends on how many clients you introduce and which services they use. Commissions run up to 50%, and some services add residual income for as long as the client stays. A few good introductions can add up. Try the earnings calculator with your own numbers.
Last updated: August 2026