Join the 40AM Capital Advisor Network: A True Two-Way Partnership

Elevate Your Practice with Our Bidirectional Client Development System

Are you a dedicated financial advisor looking to grow your practice with highly motivated, financially educated clients? Partner with 40AM Capital for a unique, truly reciprocal relationship that benefits both our clients and yours.

The Power of Our Two-Way Referral System

  • 40AM Capital to You

    1. Receive qualified leads who have completed our financial coaching programs and are ready for advanced wealth management services.

    2. Benefit from clients who are financially educated, motivated, and primed for your expertise.

  • You to 40AM Capital

    1. Refer your prospects who need foundational financial education to us.

    2. We will coach these individuals, preparing them for the sophisticated services you offer.

Why This Two-Way Street Benefits You

~ Expanded Client Base ~

Gain access to our pool of financially savvy clients ready for advanced services.

~ Seamless Client Journey ~

Offer a continuous path of financial growth, from basic education to advanced wealth management.

~ Enhanced Value Proposition ~

Provide a comprehensive solution for clients at all stages of their financial journey.

~ Client Preparation ~

Your referrals receive top-notch financial education, returning to you as more knowledgeable and prepared clients.

Additional Partnership Proposition

Showcase Your Expertise

Participate in our workshops and contribute content, positioning yourself as a thought leader.

Build Trust

Establish credibility with potential clients through our integrated platform before your first meeting.

Detailed Client Insights

Receive comprehensive profiles of referred clients for smooth onboarding.

Collaborative Network

Join a community of professionals committed to ethical, client-centric service.

What We Look For in Our Partners

  • Proven track record of client success

  • Commitment to ethical practices and fiduciary responsibility

  • Alignment with 40AM Capital's mission of financial empowerment

  • Expertise in specific areas of wealth management

  • Strong communication skills and a client-first mentality

  • Active participation in our two-way referral system and community engagement

The Partnership Process: Your Journey to Enhanced Practice Growth

    • Complete our comprehensive online application form

    • Provide details about your experience, specializations, and client service philosophy

    • Share your professional certifications and any notable achievements

    • Outline your approach to financial planning and wealth management

    • Initial review of your application by our partnership team

    • In-depth interview to assess alignment with 40AM Capital's values and mission

    • Verification of credentials and background check

    • Evaluation of your communication skills and client-centric approach

    • Review of client testimonials and case studies demonstrating your impact

    • Participate in our comprehensive onboarding program

    • Receive detailed training on our referral protocols and client matching system

    • Learn about opportunities for content contribution and workshop participation

    • Gain access to our advisor portal and resources

    • Meet key members of the 40AM Capital team and fellow partner advisors

    • Begin receiving profiles of potential clients who match your expertise

    • Learn how to effectively refer your clients who need foundational financial education

    • Participate in your first workshop or contribute your inaugural piece of content

    • Receive support in crafting your advisor profile for our client-facing platforms

    • Engage in regular strategy sessions with our partnership team

    • Participate in quarterly advisor network meetings for knowledge sharing and collaboration

    • Enjoy priority access to 40AM Capital events and resources

    • Contribute to the continuous improvement of our partnership program