Get paid every month your referral stays.

Who this is for

You already talk to advisors. Maybe you coach them, consult for them, run a podcast they listen to, or post workflow tutorials they watch at 11pm trying to fix their practice.

If your audience is financial advisors, insurance agents, or the people who run their back office, you're who we're looking for. Follower count matters less than whether the people listening actually own a book of business.

We are not looking for general business influencers. We would rather pay one person with 4,000 engaged advisors than five people with 100,000 strangers.

What you earn

What that actually adds up to

One advisor on the $99/user plan who stays two years pays you roughly $178 in the first 12 months. Ten of them is $1,782. Add the tier bonus at ten accounts and it climbs from there.

Firms are where it gets interesting. A five-seat practice at $99/user is $495 a month, which pays you about $891 over the year from a single conversation.

We pay on list price. If your audience uses your discount, that comes out of our margin, not your commission.

Your audience gets 25% off

Every partner gets a discount code and a landing page at https://advisorcrm.ca//yourname.

The code takes 25% off the first 3 months. Same string on both, so you can say it out loud in a video and people can type it a week later without going back to find the link.

Your page has your name and photo on it. People who arrive there already know who sent them, which is most of why these convert better than a generic signup form.

How the money works, plainly

Say your audience member signs up at $99 a month.

You are not penalized for the discount. A lot of programs quietly calculate commission after the discount comes off, which means the offer that helps you sell also shrinks your paycheck. We think that's backwards.

What we give you

Free data migration for every referral

This is the real objection. Advisors don't hesitate over the monthly price, they hesitate over who moves 400 client records. We handle it, at no cost, and you get to say so.

An extended 45-day trial

Through your link, instead of the standard 14 days.

A demo account

So you can film in the actual product rather than reading a feature list.

Screen recordings and raw footage

If you want them, though the stuff you shoot yourself always performs better.

A named contact here

Not a support queue.

You can say what you actually think

Your contract permits negative reviews. If you compare us to another tool and we lose on something, say so.

We are not going to send you talking points and ask you to read them. The reason your audience trusts you is that you don't do that, and the moment you start, you stop being useful to us anyway.

How it works

1. Apply. Tell us who your audience is and how you'd want to talk about the product.
2. We talk. Fifteen minutes. We agree on deliverables and your base fee.
3. You get set up. Vanity URL, discount code, demo account, tracking dashboard.
4. You publish. Whatever format you already do well.
5. You get paid. NET-30, monthly, for 12 months per referral.