Referral Program

A genuine partnership

More than 90% of new clients at Matco are referred by individuals who trust us to take care of their friends ,family, and professional relationships. With a 98% client retention rate, Matco has consistently earned that trust. Now, you can partner in that success.

Why Become a Referral Partner?

Boost Your Earnings and Net Worth

Leverage your network to earn extra income. With our referral program, you can earn up to 125% of the first year’s client fees. For instance, referring a client who invests $500,000 could earn you up to $6,250.

Add Value to Your Professional Services

Are you a professional such as an accountant or lawyer? Matco wealth services can complement your existing offerings, providing your clients with personalized financial advice while complimenting the value of your service.

Trusted Financial Guidance for Your Network

Help your friends, family, and professional relationships receive tailored financial advice. By referring them to Matco, you’re connecting them with a firm known for its personalized approach and exceptional client care.

Who makes a great referral partner?

Current and Retired Professionals: Accountants, lawyers, real estate agents, brokers, planners, and insurance agents.

Influencers and Networkers: Those with strong, trusted relationships within their communities.
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Concerned Family and Friends: Individuals who want to ensure their loved ones receive the best financial advice.

Become a partner

How it works

Join the Matco Referral Program

Begin by connecting with an advisor to understand our services and benefits of the relationship. Ensure a smooth process by signing a referral and privacy agreement that outlines the terms, expectations, and incentives for successful referrals.

Make a Formal Introduction

To start the referral process, facilitate a formal introduction between your referral, your Matco representative, and yourself. This can be done through an email introduction or an in-person meeting. This ensures that your referral feels comfortable and understands the value of connecting with Matco.

Stay Updated Throughout the Process

We keep you informed at every step, from the initial contact to the signing of account opening documents. You’ll always know where your referral stands.

Boost your earnings today

Compensation is straightforward: once your referred client has invested with Matco, you can earn up to 125% of their first-year fees. Try our compensation calculator to get an idea of what you could earn with the referral program.

Total referred assets:

Thanks for the numbers, they could be going to your emails. But they're going to mine... Thanks ;D

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Up to

600

Lump sum payment.

Become a partner

Compensation Example Scenario

$500,000 Referred assets

x *1% Annual fee

x 125% Referral payment

$6,250 Referral compensation when assets are invested with Matco