REFERRAL ALLIANCE PROGRAM

Your relationships.
A shared commitment to their future.

Connect people you know with personalized fiduciary guidance—and explore a professional referral relationship with Capital360Financial.

A partnership built around client needs

We welcome conversations with accountants, attorneys, business consultants, real estate professionals, and other trusted professionals whose clients may need investment management, financial planning, retirement guidance, or business solutions.

Bilingual and multilingual professionals are welcome. Help clients make a comfortable introduction in the language they understand.

Make a thoughtful introduction

With the person’s permission, introduce someone who may benefit from our services. Capital360Financial discusses their goals, service options, and whether an advisory relationship is appropriate.

Explore revenue sharing

The program offers eligible, approved referral partners compensation based on 20% of advisory revenue for the first two years of a referred client relationship, subject to the written referral agreement.

The agreement defines which revenue qualifies, payment timing, duration, eligibility, and other terms. Compensation is not guaranteed.

Clear roles. Transparent relationships.

  • Approval before paid referrals: Eligibility and a written agreement must be completed before participating in compensated referral activities.
  • Client disclosure: Clients receive the required information about the referral arrangement, compensation, and related conflicts of interest.
  • Professional responsibilities: Participation depends on applicable law, professional ethics rules, and any required employer or firm approval. Some professionals may be restricted from accepting referral fees.
  • Defined role: Referral partners make introductions within the agreed scope. Capital360Financial provides the investment advisory services.
  • Client choice and privacy: An introduction does not obligate anyone to become a client. Obtain permission before sharing contact information; account documents should be shared through the appropriate secure client process.

Explore a professional alliance

Tell us about your profession, the people or organizations you serve, and any languages you speak. We will discuss eligibility, the referral process, and the agreement before you begin.

Schedule a Referral Alliance Call

Referral Alliance Call · 45 minutes via Zoom. Please share your profession and discussion topics when booking so we can prepare.

Questions before booking? Email us or call 417-350-1113.

Participation is subject to firm approval and applicable requirements. Referral compensation creates a financial incentive to recommend the firm. All compensation and material conflicts must be disclosed as required. Specific terms are governed by the executed written agreement.