Referral Partner Program

Earn Recurring Revenue as a Referral Partner with Group Advisors

Become a Referral Partner with Group Advisors and earn ongoing commissions for every employee enrolled—year after year. Build a steady stream of passive income while supporting businesses in enhancing employee wellness, all at no out of pocket cost to them.

Earn
Commissions Per enrolled Employee
Recurring Revenue
For Life of Client
Simple Introduction
We handle the heavy lifting

Affiliate Dashboard

Track deal progress real time
Access Commission Reports
Sub Affiliate managemet tools
Passive recurring revenue

Quick Start Process

Getting started as a referral partner is quick and easy. Here's what to expect:

Step 1
Schedule call with our team
Step 2
Complete onboarding
Step 3
Make your first referral
Step 4
Start earning commissions

Why Partner with Group Advisors?

Our referral partner program is built to deliver measurable value—for your clients, your business, and our team.

Boost Client Loyalty & Retention

Deliver cost-saving benefits to your clients and their employees with no out of pocket cost.

Diversify Your Service Portfolio

Offer a high-value, modern solution without adding operational burden or development costs to your business.

Unlock Recurring Revenue

Earn ongoing, passive income from each successful client referral—no selling or servicing required.

Hands-Off Implementation

Simply make the introduction—we take care of the onboarding, support, and monthly payouts.

Real-Time Referral Tracking

Access your partner dashboard anytime to monitor referral performance, status updates, and earnings in real time.

Ongoing Partner Support

A dedicated Referral Partner Manager will guide you every step of the way—helping you maximize results and revenue.

Who Makes an Ideal Referral Partner for Our Program?

The Group Advisors Referral Partner Program is an excellent opportunity for professionals and firms that work closely with businesses, helping them improve financial and operational efficiency.

Insurance Brokers & Benefits Advisors

Experts in employee benefits and insurance who advise businesses on coverage options.

  • Perfectly complements core benefits offerings
  • Adds high-value services at no extra cost
  • Improves client satisfaction and renewals
  • Opens up new revenue opportunities

Tax Credit & Business Funding Experts

Advisors specializing in securing tax incentives, grants, and funding for businesses.

  • Adds to your current tax credit service offering
  • Creates an additional cost-saving layer for clients
  • Drives recurring revenue beyond one-time wins
  • Improves the overall client experience and value

Growth Coaches & Business Strategists

Mentors and consultants who help companies scale, innovate, and improve operations.

  • Introduces actionable savings for clients
  • Boosts your impact with measurable results
  • Earns referral-based income over time
  • Strengthens your advisory value proposition

Business & Management Consultants

Strategic advisors helping companies improve performance, structure, and operations.

  • Offers quantifiable savings for consulting clients
  • Delivers ROI that strengthens your value proposition
  • Generates long-term revenue from completed projects
  • Adds a compelling layer to your service model

Fractional CFO Services

Part-time finance leaders managing strategic financial planning for multiple businesses.

  • Delivers meaningful cost reductions to clients
  • Enhances client value with scalable solutions
  • Earns passive revenue from current engagements
  • Increases competitiveness in the CFO marketplace

CPAs & Accounting Professionals

Firms and consultants guiding clients in tax planning and financial efficiency.

  • Tax-friendly solutions tailored for business clients
  • Earn recurring income throughout the year
  • Deepens trust and loyalty with clients
  • Broadens scope of financial advisory services

Legal & Compliance Advisors

Consultants guiding businesses on regulatory, legal, and operational compliance.

  • Delivers a compliant, turn-key business solution
  • Adds non-legal value to your advisory portfolio
  • Unlocks recurring commission-based income
  • Deepens client trust and engagement

Payroll Service Providers

Businesses that handle payroll processing and workforce payments for clients.

  • Easily integrates into existing payroll workflows
  • Broadens service offerings to stay competitive
  • Improves client retention and loyalty
  • Creates a new income channel with little lift

PEOs & HR Outsourcing Providers

Organizations offering HR and workforce solutions that want to expand their service suite.

  • Enhances existing HR and compliance services
  • Generates extra income without operational overhead
  • Boosts client retention through added value
  • Creates a strong market differentiator

This program offers an excellent opportunity to deliver extra value to business owners, CFOs, HR managers, and financial executives—while also creating a consistent stream of recurring income.

Marketing, Training & Dedicated Support

We provide everything you need to successfully promote our program and maximize your earnings

Marketing Materials & Education

You’ll receive marketing materials, informative resources, and content specifically crafted to help you effectively communicate the program’s benefits to your clients.

Marketing Resources Included

Client Presentation Deck

Ready-to-use slides explaining the program

Email Templates

Pre-written emails for introducing the program

Digital & Printable Material

Printable materials for in-person meetings

ROI Calculators

Tools to demonstrate client savings

Dedicated Onboarding & Ongoing Support

As soon as you come on board, we’ll arrange a personalized introduction call to guide you through the program, deliver training, and address any initial questions. You’ll also be paired with a dedicated Partner Manager who will be there to support you whenever needed, helping you stay on track and achieve results.

Dedicated Support Team

Dedicated Partner Manager
Your personal point of contact for all questions and support
Sales Support Team
Expert assistance for client presentations and meetings
Technical Support
Help with dashboard access and referral tracking
Marketing Support
Assistance with customizing and using marketing materials

Referral Partner Success by the Numbers

Join a growing network of professionals earning passive income every month with Group Advisors

"Partnering with Group Advisors has been a game-changer for my consulting practice. I've generated over $120,000 in passive income in just 18 months by simply introducing clients to their program."
Michael T.
Business Consultant
Partner since 2022
"As a CPA, I'm always looking for ways to add value for my clients. The Group Advisors program not only helps my clients save money, but it's also created a significant new revenue stream for my firm."
Jennifer R.
CPA Firm Owner
Partner since 2021
"The support from the Group Advisors team has been exceptional. They handle all the heavy lifting while I earn substantial monthly commissions. It's truly the definition of passive income."
David L.
Benefits Broker
Partner since 2023

Ready to Get Started?

Becoming a Group Advisors Referral Partner is 100% free and takes just minutes to sign up. Start earning passive income today while helping businesses and employees save money!

Book a Call

Schedule a call with our partner team to learn more and get started.

Apply Online

Complete our simple online application to join the partner program.

Call Us Directly

Speak with our partner team right now to get immediate answers.

Partner Team

📧 partners@groupadvisors.com
📞 (305) 771-7991
Available Mon-Fri 8AM-6PM EST

Partner Support

📧 partnersupport@groupadvisors.com
📞 (555) 123-4568
Priority support for active partners