how it works
For each new advisor onboarded under your care who becomes an IAR of core planning, we will compensate that Community Director 50% of the firm retained revenue from that new advisor’s gross revenue for the first 15 months.
The maximum compensation is $5,000 per newly referred advisor.
The program involves all revenue generated by the new advisor, whether by a percentage fee of AUM or a flat fee schedule. In addition, a Community Director may be eligible for equity participation after 24 months.
example (100k gross revenue practice)
important:
Our shared values remain the most important asset we have and we want to connect with those who add to the energy of the room.
We ask that you’re able and willing to help a new advisor feel welcome, appreciated, and at home.
The newly referred advisor is ideally an experienced professional, comfortable in a mostly async environment, ready to get started.
We’re not able to support a hybrid or BD affiliation, but most other OBAs are acceptable when done with the right intention.
The new advisor should feel comfortable asking a lot of public questions. Questions help us grow, and good questions breathe new life into a community.
Most importantly, thank you.
Helping grow this vision shows the trust and love you have within this community. We’re designed to be a home for those advisors seeking their tribe.
When the right people come together, that’s how we make this profession better.