REFERRAL PARTNER PROGRAM

Great Relationships Create Great Opportunities

I believe the best business relationships create value for everyone. The Referral Partner Program rewards trusted individuals and organizations that make meaningful introductions and help create new client relationships.

Schedule a Conversation >> Submit a Referral >>

PARTNERSHIP THAT PAYS

10%

Warm Introduction

Open the door with a personal introduction to an appropriate prospect or decision-maker.

12.5%

Qualified Referral

Bring an identified business need or opportunity and meaningful context that helps move the conversation forward.

15%

Preferred Referral

Bring a qualified opportunity, actively advocate for the relationship, and provide opportunity-specific exclusivity.

BUILT ON TRUST.
REWARDED BY RESULTS.

Strong professional relationships are built on trust, credibility, and mutual value. When you introduce me to an organization that can benefit from my experience, I believe that contribution deserves recognition. The Referral Partner Program creates a straightforward way to turn meaningful introductions into mutually beneficial business relationships. Opportunities may be served through my personal advisory practice or Longleaf Point Advisory, depending on the client's needs.

The objective is simple: build lasting relationships, deliver exceptional value to clients, and reward the partners who help make those relationships possible.

HOW THE PROGRAM WORKS

01 — MAKE AN INTRODUCTION

Introduce a prospective client with a genuine business need and a connection to an appropriate decision-maker.

02 — REGISTER THE OPPORTUNITY

Submit the referral for review and acceptance. We'll confirm the opportunity, referral designation, and applicable tier before contracting..

03 — SHARE IN THE SUCCESS

When the introduction results in qualifying paid business, you receive the agreed referral compensation, subject to the program terms and applicable restrictions

LET'S BUILD SOMETHING TOGETHER

Great opportunities start with a conversation.

Whether you have an opportunity to introduce today or want to establish a referral relationship for the future, I'd welcome the chance to connect and explore how we can work together.