If you know a business owner frustrated by disconnected systems, tired of manual processes, watching margins shrink, unsure how to implement AI effectively, or feeling a leak they can't quite name, send them to us. If they become a client, you get paid.
Become a Referral Partner →Email hello@prosperityfi.com to get started. We will send over a simple referral agreement covering your rate and payout terms. Once that's signed, you're ready to start sending people our way.
Email us directly to make the introduction. Tell us who they are and why you thought of us.
We reach out, run the conversation, and handle the process the same way we do with every prospect. You do not have to sell anything or explain what we do.
If the referral becomes a paying client, you earn 15%. Paid out once the contract is signed and the first invoice clears.
Bankers, attorneys, and fiduciaries: there's no referral agreement or fee for Professional Partners. You get a trusted partner to refer to when you hear pain points from your clients. Just email us to make the introduction, and we'll take it from there the same way.
CPAs, bookkeepers, brokers, commercial real estate and insurance professionals, and consultants. Owners tell you what's keeping them up at night, like missed calls or margins that keep shrinking. Our co-branded tools, like leak audits and margin calculators, help you show them exactly where the money is going, so you're the hero who helped them find it. When an owner needs systems, marketing, or AI done right, send them our way. Email hello@prosperityfi.com to get started.
Bankers, attorneys, and fiduciaries. Owners share their frustrations with you too, like cash flow that never catches up or a business that can't run without them. When you hear it, send them our way.
Built on relationships, not referral fees. You get peace of mind that your clients are in good hands, co-branded tools to share, and a seat at our roundtables and events. Email hello@prosperityfi.com to get started.
Refer a business owner who becomes a client, and you earn 15%. No cap on how many owners you can refer. Simple, and paid the moment it closes.
The 15% applies to Referral Partners. Professional Partners get peace of mind that their clients are in good hands, plus a seat at our roundtables and events. Every partner gets co-branded tools to share with their clients.
Email hello@prosperityfi.com with their name, business, and how to reach them. We will take it from there.
Email Us a Referral →