Advisor Referral Program
The Analyst's Referral Program rewards you for introducing other firms to the platform. You have a network. They have clients. When a firm you refer signs up and starts using The Analyst with their clients, you earn a percentage of every report they purchase, for life.
The Opportunity
You already know other advisory firms, accountants, consultants, and brokers who could transform their practice with The Analyst. Every firm in your network that isn't offering strategic intelligence is a referral opportunity.
When a firm you refer joins the platform and starts running Analyst reports for their clients, you earn 5% of every report they purchase, payable quarterly, for a lifetime. No cap. No expiry. The more active they are, the more you earn.
How It Works
Introduce another advisory firm, accountant, consultant, or broker to The Analyst. Submit the referral through the partner portal or make a direct introduction to our partnerships team.
The referred firm goes through our standard onboarding process and starts using The Analyst with their own clients.
You receive 5% of every report the referred firm purchases, payable quarterly. This continues for as long as they remain on the platform. No cap on referrals or earnings.
Why This Works
Who Should Refer
You know other firms in your network that aren't offering strategic advisory. One introduction could generate quarterly income for years.
You work alongside other advisory firms on deals. Introduce them to a tool that improves deal readiness and you earn every time they use it.
Your peer network is full of firms that could deliver more with structured strategic intelligence behind them. Refer them and earn from their success.
You collaborate with advisory firms on transactions. An introduction to The Analyst adds value to the deal ecosystem and generates lifetime referral income for you.
Refer an Advisor
Introduce another firm to The Analyst. Earn 5% of every report they purchase, for life.