Partner Network Training System

We offer a training system for the delivery of disclosures to multiple partners, creation of standard operating procedures, team collaboration tools, and training modules to build and scale firm growth initiatives.



We offer a training system for the delivery of disclosures to multiple partners, creation of standard operating procedures, team collaboration tools, and training modules to build and scale firm growth initiatives.

  • New Business Activities & Affiliations
  • Revenue Sharing, Referral & commission arrangements
  • Rep, Consultant, or Agent onboarding
  • Standardizing Policy and Procedures
  • Vendor/IT Relationships
  • Sub-advisory/Third party managers
  • Network/Mastermind Groups

Our Services

Partner System

For firms who want to use our Disclosure Training system

Partner Assistant

For firms who want to use our Disclosure Training system and receive one-time support

Partner Development

For firms who want to use our Disclosure Training system and receive ongoing support

Why Build a Partner Program?

Build your Revenue Sharing Model like a largest wealth management firms

According to a Financial Planning Magazine article “How the Largest Wealth Management Firms Do Revenue Sharing,”…… Mutual fund managers, whose products the firms' financial advisors recommend, pay wealth management companies a portion of their profits or revenue that the firms often refer to as "marketing" or "partner" fees…… As shown by the companies' disclosures, the money can add up to hundreds of millions of dollars or more in added revenue each year for the largest wealth management firms.


Disclosing Conflicts of Interest to avoid fines

An excerpt from an SEC staff bulletin on Standards of Conduct for Broker-Dealers and Investment Advisers Conflicts of Interest; "When there is a conflict created by firms or their financial professionals receiving compensation from third parties, whether or not sales-related (including, but not limited to, revenue sharing, sub-accounting, administrative services fees paid by a fund or its advisor), in the staff's view, broker-dealers, investment advisors or their financial professionals should disclose the existence and effects of such incentives provided to the firm or shared between the firm and others."


Our Typical Partners


advisor-icon

Consultants

Sub-Advisor-icon

Sub-Advisors

assistant-icon

Agents

Accountants-icon

Accounting Partners

FINServe-icon

FINServ Consultants

Staff-icon

Support Staff

Paraplanner-icon

Paraplanners

Virtual-Assistan-icon

Virtual Assistants

Clients-icon

Clients

Standard Operating Procedures


Onboarding-icon

Onboarding

Event-icon

Events

Tasks-icon

Tasks

Client-Services-icon

Client Services

Operations-icon

Operations

Support-icon

Support

Technology-icon

Technology

Revenue-Sharing-icon

Revenue Sharing

Policies-icon

Policies

How it works


We demo our training prototype


We review your partner program needs


We whitelabeled a custom solution for your program

Two Options

Training App for teams

Minimum Team Size: 10 seats (1 admin, 9 users),
branding/logo and custom features

$6500/annual & up

Subscribe

Project Assistance for tech/training projects.

One-time or Monthly
Including 10 training app and project manager assistance
(4 meetings/month)

Starting at $6500/month

Subscribe

Our Partners

Join our Network.

We’re always looking for the following types to join our network for rev-share opportunities: FINServ/Tech Consultants, Tech Strategists, Web Project Managers, Algorithm (AI) developers, and data scientists. Contact us to learn more about building your book of business with us

Inquire