Referral Partner Guide
This guide is the operating handbook for referral partners. It explains how The Bitcoin Adviser referral program works, how referrals are tracked, how partner compensation works, and the standards we expect when you introduce prospects to collaborative security.
Getting Started Checklist
Follow these steps to get started as a referral partner:
What clients receive
When you refer someone to The Bitcoin Adviser, they gain access to:
- Collaborative 2-of-3 multisig security — a self-custody structure where the client remains a key holder and no single party can move funds alone.
- Inheritance and recovery planning — so holdings can be passed on or recovered if needed.
- Specialist support for meaningful Bitcoin holdings — structure that removes single points of failure while keeping clients in control.
How referrals are tracked
Your role is to introduce the right people; we handle onboarding and delivery. To attribute referrals correctly, always use your personalised landing page.
Personalised landing page
You receive a unique URL (e.g. thebitcoinadviser.com/referrers/your-name). When prospects visit that page and contact us through it—via the form, email, or phone on the page—they are automatically tagged as your referral. No codes or manual steps.
What counts as a successful referral
A successful referral is one that results in a new client contract with The Bitcoin Adviser. Only successful referrals generate partner compensation. We will notify you when a referral becomes a client; we respect confidentiality so we may not share detailed client information.
Quick steps
Send your landing page URL to prospects who could benefit from collaborative security and recovery planning.
When they get in touch through your page, they're automatically attributed to you.
Our team handles the conversation, onboarding, and delivery. You receive compensation when they become an active client.
FAQ
What happens after a prospect contacts you through my page?
Our team reaches out to learn about their needs and whether we can help. We'll notify you when they become a client.
How is my referral tracked?
Automatically via your landing page. When they visit your page and contact us through it, they're tagged as your referral. No codes needed.
Who do I contact with questions?
Email referral@thebitcoinadviser.com. We aim to respond within 24 business hours.
Compensation and Incentives
We value our referral partners and reward successful introductions with recurring referral revenue.
Referral revenue share
For each successful referral (a new client contract with The Bitcoin Adviser), we pay you 10% of the fees we receive from that client. This revenue share continues for as long as the referred client remains active with us—paid quarterly, at the end of the month following each quarter.
Payments are made in Bitcoin to a wallet you provide. Full details are in your Referral Partner Agreement.
Note: Revenue share continues until the referral agreement is terminated, or The Bitcoin Adviser's business is closed or sold. To receive payments, provide 100 points of identification as required by Australian law: AFP 100 Point Checklist.
What to say / what not to say
Use clear, accurate language when introducing prospects. Below is a quick reference.
What to say
- TBA helps clients secure meaningful Bitcoin holdings.
- TBA specialises in collaborative security, inheritance planning, and recovery planning.
- TBA helps remove single points of failure while keeping clients in control.
- Clients remain key holders; no single party can move funds alone (self-custody).
What not to say
- Do not promise returns or investment performance.
- Do not give tax or legal advice on TBA's behalf.
- Do not describe TBA as custodian in a way that misrepresents the model (client remains in control).
- Do not guarantee timelines or outcomes.
- Do not promise suitability before TBA has spoken to the prospect.
Compliance and Ethics
- Be transparent and truthful when describing our services.
- Do not give misleading information or imply outcomes we have not confirmed.
- Comply with applicable privacy, data protection, anti-money laundering, and other relevant laws.
- Only collect information necessary to facilitate a referral.
- Do not share client information without consent.
- See our Scope, Risks & Important Information and Terms of Service.
Common Mistakes to Avoid
Not using your landing page
If prospects contact us via the main site instead of your page, we may not attribute them to you. Always share your personalised landing page URL.
Being too pushy
You're helping, not selling. Respect disinterest; focus on people who genuinely want help securing meaningful holdings.
Not following up
Stay in touch after a referral so they can ask questions. Your involvement helps conversion.
Making promises you can't keep
Don't promise outcomes, timelines, or results. Introduce and support; let our team handle commitments.
Not understanding our services
Read our materials and understand collaborative security before referring so you can explain accurately.
Delaying ID for payments
Provide the required 100 points of identification promptly; delays hold up your referral payments.
Sample Referral Conversations
Examples for introducing The Bitcoin Adviser in different contexts:
Friends and family
"You've been holding on [exchange]—I've been using The Bitcoin Adviser to secure my holdings with collaborative security and recovery planning. They remove single points of failure and keep you in control. If you're interested, I can point you to my page and they'll take it from there."
Professional contacts
"I refer people to The Bitcoin Adviser for collaborative security—2-of-3 multisig, inheritance and recovery planning, and specialist support for meaningful holdings. They've been doing this since 2016 with zero losses. If you have clients who need that, I'm happy to make an introduction."
Community
"Sharing a resource: The Bitcoin Adviser helps secure meaningful holdings with collaborative security and recovery planning—since 2016, zero satoshis lost. If you want to learn more, here's my page: [YOUR_LANDING_PAGE_URL]"
Glossary of Key Terms
Personalised landing page
Your unique URL (e.g. thebitcoinadviser.com/referrers/your-name). When prospects contact us through this page, they're tagged as your referral.
Successful referral
A referral that results in a new client contract. Only successful referrals generate partner compensation.
Referral fee / revenue share
10% of the fees we receive from the referred client, paid quarterly.
Collaborative security
Multisig structure (e.g. 2-of-3) that removes single points of failure; client remains a key holder.
Quarterly payment
Revenue share is paid every three months, at the end of the month following each quarter (e.g. Q1 at end of April).
For as long as client remains active
Revenue share continues for as long as we receive revenue from the referred client—no fixed end date.
Support
Email: referral@thebitcoinadviser.com. We aim to respond within 24 business hours. For feedback or extra materials to support your referrals, use the same address.