Refer & Earn

Introduce the platform. Earn referral credits.

The people you already know and trust — colleagues, employees, affiliates, fellow advisors — are the strongest way this platform grows. When you introduce them and they come on board, you are rewarded with referral credits deposited straight into your account, across three levels of your network.

This is not recruiting strangers

It is simply introducing something useful to people already in your world — and being paid in credits for the reach you create. A warm introduction from you is worth more than any cold campaign, and the platform turns that goodwill into a compounding, second income line.

Who to introduce

Think about the people already in your network who would benefit from the same tools you use.

Fellow advisors & consultants

Coaches, fractional execs, and consultants in your circle who already sell trust-based services. The platform gives them the same door-opener you use — and they become part of your referral network.

Colleagues & former co-workers

People you have worked alongside and trust. A warm introduction from you carries more weight than any ad ever could — and it credits your account when they join.

Employees & team members

Team members ready to run their own book of business. Sponsor them onto the platform and share in the credits their activity generates as they grow.

Affiliates & business owners

Owners and operators in adjacent industries who serve the same clients you do. Introduce the tool, expand the ecosystem, and earn on the network you help build.

Three levels of referral credits

Your network becomes a second income line

Credits are earned on the credits portion of each new license — not just from the people you introduce, but from the people they introduce, too.

Level 110%

People you introduce directly

Anyone you personally bring on board. You earn referral credits equal to 10% of the credits portion of their license — deposited straight into your account.

Level 25%

People they introduce

When your referrals go on to introduce others, you earn a second layer of credits — your network working for you without any extra effort.

Level 33%

One level deeper still

The third level compounds it further. Three tiers of a growing network, all quietly depositing referral credits into your account.

Commission rates shown are the current defaults and may be adjusted by the platform administrator. Referral credits are paid in platform credits, deposited to your account.

How it works

From introduction to credits in your account — in four simple steps.

1

Grab your referral link

Sign in to your partner dashboard and copy your personal referral link and code. Every person who joins through it is automatically attributed to you.

2

Make the introduction

Share it the way you would recommend anything good — a quick note to a colleague, a mention to an employee ready for more, an intro to a fellow advisor. No pitch required; the platform speaks for itself.

3

They come on board

When your referral enrolls and buys credits, the system records the relationship and ties their activity to your network — across all three levels.

4

Credits land in your account

Referral credits are deposited automatically — 10% / 5% / 3% across the three levels of your network — and appear in the referral tab of your dashboard. No invoicing, no chasing.

Track it all in your dashboard

Your partner dashboard has a dedicated referral tab showing who you have introduced, your earnings by level, and the credits deposited into your account — updated automatically as your network grows.

Start growing your network

Sign in to grab your personal referral link, then introduce the platform to the colleagues, employees, affiliates and advisors already in your world — and watch the referral credits stack up.