Introduce
Share an advisory firm in your network with permission, or make a direct introduction to our team.
Referrals
Introduce a firm. Share in what follows.
If another advisory firm could use The Analyst, make a direct introduction. The current programme offers 5% of the referred firm's report purchases, payable quarterly for the lifetime of its use, with no cap.
THE ANALYSTDEEP INTELLIGENCE
Advisor questionWho can I refer, and what happens after the introduction?
What goes in
- Your details and the firm's contact
- Permission to make the introduction
- Why the firm may be a fit
What comes out
- A reviewed introduction
- A conversation about fit
- Quarterly eligible commission
Illustrative workflow · Advisor judgement stays in the loop
The workflow
A clear path for a trusted introduction.
Explore fit
We speak with the firm about its client work and whether The Analyst fits its service.
Follow eligible use
The programme's headline reward is based on referred-firm report purchases. The operational terms are confirmed with each partner.
Firm referrals
For people who know advisory practices.
Accountants, strategic advisors, consultants and brokers can introduce firms that want to build a continuing advisory service. We will follow up with you about the introduction; a lead submission does not automatically message the referred person.
- Introduce a firm whose work and clients fit the platform.
- Give us enough context to route the conversation well.
- Discuss eligibility, attribution and payment terms before participation.
Owner introductions
Help an owner find an advisor.
A business owner without an advisor can ask us for an introduction through a separate path. That request is distinct from the commercial firm-referral programme and follows the owner's consent and fit.
- The owner initiates the request.
- We discuss the business need before a handoff.
- No firm-referral commission is implied by an owner introduction.
Firm referrals
Make the introduction.
Introduce a firm with its contact's permission. We will first follow up with you about the introduction and the programme terms.