Referral Program | The Bitcoin Adviser
Referral Opportunities

Partner With The Bitcoin Adviser

Our referral program gives trusted professionals and community leaders a clear path to introduce clients to collaborative custody. Start as a referral partner, grow your knowledge with our playbooks, and unlock the chance to join the advisory team once your results show consistent value.

Quick Read

  • Earn 10% of net revenue from every successful referral for as long as the client remains active.
  • Gain guided onboarding, education assets, and a dedicated channel to our advisers.
  • Advance to an adviser role after demonstrating sustained referrals and alignment with our principles.
Two Pathways

Choose How You Collaborate

We built the program around two involvement levels. Begin with referrals, then deepen your commitment when you are ready to support clients directly. Each pathway includes tailored resources, community touchpoints, and performance reviews to keep you progressing with confidence.

Referral Partner

Share our services with family offices, founders, and long term Bitcoin holders. Receive a 10% revenue share on every client you bring to collaborative custody, paid for the lifetime of the relationship.

You will access the Referral Partner Guide, brand assets, and our onboarding checklist so you can introduce prospects with clarity and speed.

Bitcoin Adviser Track

Referral partners who consistently deliver high quality introductions are invited to formal adviser training. You will shadow client sessions, complete our custody readiness modules, and host onboarding calls alongside our team.

Advisers earn expanded compensation, lead ongoing strategic reviews, and help clients navigate estate planning, inheritance, and multi jurisdiction custody needs.

How The Process Works

From Application To Active Partner

01Explore The Materials

Review the Referral Partner Guide, About The Bitcoin Adviser overview, and our Collaborative Custody explainer. These resources outline the standards we expect and how we safeguard generational holdings.

02Submit Your Application

Share your background, current audience, and the ways you coach clients today. We assess alignment with our security first approach, along with your communication style and commitment to client stewardship.

03Activate Referral Support

Accepted partners receive brand aligned materials, message guides, and direct access to our team for deal strategy. You will receive transparent reporting on conversions and payments every quarter.

04Progress Toward Adviser Status

High performing partners are invited to structured training. Expect scenario workshops, client simulations, and mentorship with senior advisers before you lead engagements under The Bitcoin Adviser banner.

Program Resources

Tools To Help You Succeed

We maintain a living library of guides, walkthroughs, and education modules so you can represent the firm with confidence. New assets launch quarterly and partners receive early access.

Referral Partner Guide

Positioning, messaging frameworks, and frequently asked questions to help you host precise conversations with prospects.

Download Guide

About The Bitcoin Adviser

A deep dive into our origin story, multi signature expertise, and the collaborative security standards we uphold for every family we serve.

View Overview

Collaborative Custody Blueprint

Step by step custody planning, estate coordination checklists, and risk mitigation templates for prospective clients.

Explore Blueprint
What We Look For

Is The Program Right For You?

Ideal Referral Partner

You already advise, mentor, or influence investors who value long term planning. You believe in self custody, communicate with empathy, and respect the privacy of every household.

Partners thrive when they are comfortable hosting discovery calls, organising workshops, and aligning prospects with a collaborative custody milestone plan.

Ready For Adviser Training

Advancing advisers bring a track record of compliant referrals, thoughtful documentation, and stewardship across multiple client scenarios.

They are ready to design client storage stacks alongside families, coordinate with estate and legal counsel, and lead security walkthroughs end to end.

Next Steps

Start Your Referral Application

Tell us about your audience, the markets you serve, and the support you need from our team. We will schedule an initial discovery call, review your goals, and design a runway toward adviser status when it makes sense.