Partner program
30 minutes with Ed on the partner program.
A working conversation about your practice and which tier fits: referral, reseller, or the Founding Channel Partner cohort. You will also see Live Advisor and the Brain on a live call, so you know what you would be bringing to clients.
What happens in the 30 minutes
- Which tier fits your firm, and what the referral and reseller terms mean for your clients
- How partners manage client accounts and co-deliver onboarding
- Live Advisor and the Brain on a live call, so you see what your clients would get
- Your questions answered directly by Ed
Tiers, margins and who handles what are on the partner page.