Guide for Referral Partners
Welcome to The Bitcoin Adviser team! We're thrilled that you've chosen to embark on this journey with us. As part of our referral partner network, you are integral to our mission and vision. We are confident that your contributions will make a significant difference in the financial lives of our clients and expand the reach of Bitcoin's revolutionary potential.
Getting Started Checklist
Follow these steps to get started as a referral partner:
The Bitcoin Adviser's Mission and Vision
Our mission at The Bitcoin Adviser is to simplify and demystify the process of investing in Bitcoin. We aim to provide secure, comprehensive, and personalised Bitcoin management services that empower our clients to take control of their financial futures wherever they may be in the world.
Our vision is to become a leading Bitcoin advisory service, recognised for our expertise, trustworthiness, and commitment to client success. We believe in the potential of Bitcoin to transform the financial landscape, and we strive to be at the forefront of this revolution.
Overview of Our Services
At The Bitcoin Adviser, we offer a range of services tailored to meet the unique needs and goals of each client:
- Bitcoin Consultation: We guide our clients through the entire process of investing in Bitcoin, offering personalised advice based on their situation and goals. We aren't telling customers how much Bitcoin to buy but guiding them on how to do it safely and securely.
- Collaborative Custody Multisig Vault Setup: We assist clients in setting up and managing multisig vaults, ensuring a high level of security for their Bitcoin holdings and that they understand how and why this solution is effective.
- Bitcoin Estate Planning: We provide comprehensive estate planning services to ensure that our clients' Bitcoin assets are securely and efficiently passed on to their beneficiaries.
- Bitcoin Education: We believe in the importance of client education, offering a range of educational materials and resources to ensure our clients feel confident and informed in their Bitcoin investment journey.
- Bitcoin SMSF Management: For our Australian clients interested in investing their self-managed super funds (SMSFs) in Bitcoin, we offer comprehensive advice and guidance.
As a referral partner, you play a crucial role in connecting potential clients with these services. We look forward to working with you, and we're here to support you every step of the way.
Role of a Referral Partner
Being a referral partner is a crucial role within our organisation. You act as a bridge, connecting us with potential clients who can benefit from our specialised services. Your understanding of our services and ability to communicate their value effectively can have a significant impact on The Bitcoin Adviser's growth, the satisfaction of our new clients and a shared earning potential with us.
Responsibilities of a Referral Partner
As a referral partner, your primary responsibilities include:
- Knowledge: Stay well-informed about our services, updates, and any changes to ensure you can accurately represent The Bitcoin Adviser to potential clients. This will include regular reading of our materials and occasional training sessions.
- Networking: Leverage your existing professional and personal networks to identify high net worth individuals, businesses, or organisations who might benefit from our services.
- Referring: Actively refer potential clients to our team and provide them with the necessary information or resources about our services. You should also ensure that we're aware of your referrals, so they can be properly tracked and rewarded.
- Follow-up: Maintain communication with the people you've referred and provide them with any necessary support or additional information until they become clients.
Identifying Potential Clients
Potential clients for The Bitcoin Adviser typically have a strong interest or existing investments in Bitcoin, along with a desire for long-term planning and wealth preservation. They may have expressed concerns about the security of their Bitcoin, interest in learning more about Bitcoin, or uncertainty about their long-term investment strategy. As a referral partner, you should look for these signals in your interactions with people in your network.
How to Effectively Pitch Our Services
- Understand Your Audience: Tailor your pitch to the needs and interests of the individual. Understand their current knowledge level about Bitcoin and tailor your conversation accordingly.
- Highlight Key Benefits: Emphasise how our services can address their concerns about Bitcoin security, estate planning, and long-term investment strategy.
- Share Personal Experiences and Testimonials: Share your experiences with The Bitcoin Adviser, and if possible, provide testimonials from satisfied clients.
- Use Our Resources: Make use of the materials we provide, including documents, podcasts, articles and other informational resources.
- Keep it Conversational: Remember, you're not just selling a service; you're helping someone address a need. Keep the conversation friendly, engaging, and helpful.
- Invite Them to Connect: Encourage them to schedule a meeting with our team, attend an informational webinar, or review our educational content.
Remember, your role as a referral partner is not to close a sale, but to initiate a relationship between potential clients and The Bitcoin Adviser. Provide genuine, helpful advice and leave the detailed explanations to our expert team.
The Referral Process
As a referral partner, your role is to introduce potential clients to The Bitcoin Adviser. To ensure we track your referrals accurately, we have developed a simple yet effective referral process. This section provides a step-by-step guide on how to refer a client, instructions on completing the referral form, and answers to some frequently asked questions about the referral process.
Step-by-step Guide on How to Refer a Client
Engage your network to identify individuals who may benefit from our services. Remember to look for signs of interest in Bitcoin and a need for our unique service offerings.
Introduce the potential client to our services. You can use our provided resources, share your own experiences, or discuss how our services can meet their specific needs.
Upon signing up as a referral partner, you'll receive a personalized landing page URL. Share this page with your prospect. When they visit your landing page and contact us through it, they're automatically tagged as your referral.
Your prospect visits your personalized landing page, learns about The Bitcoin Adviser, and can explore our services and resources. The page is customized to show your connection to The Bitcoin Adviser.
When the prospect contacts us through your landing page (via the contact form or other methods on that page), they're automatically tagged as coming from you. No code needed—the tracking happens automatically.
Maintain communication with the potential client, provide additional information if necessary, and encourage them to speak with our team.
How Landing Pages Work
When you become a referral partner, you receive a personalized landing page URL (e.g., thebitcoinadviser.com/referrers/your-name). This page is customized with your information and includes our contact form.
When prospects visit your landing page and contact us through it—whether via the contact form, email, or phone number on that page—they're automatically tagged as coming from you. The tracking happens automatically, so there's no need for codes or manual attribution.
FAQs about the Referral Process
What happens after a referral is made?
Once a referral is made, our team at The Bitcoin Adviser will reach out to the prospect to learn more about their needs and determine how we can help them.
How is my referral tracked?
Referrals are tracked automatically through your personalized landing page. When prospects visit your landing page and contact us through it, they're automatically tagged as coming from you. No codes or manual tracking needed—it all happens automatically when they use your landing page.
What is the reward for a successful referral?
Rewards for successful referrals are outlined in the Referral Partner Agreement. If you need another copy of this agreement or have any questions about the reward structure, please feel free to reach out to us.
How will I know if my referral becomes a client?
We will notify you when a referral becomes a client. We respect client confidentiality and privacy, so specific details about the client or their engagement may not be shared.
Who can I contact if I have questions about the referral process?
If you have any questions or need assistance with the referral process, please contact us at your convenience. We're here to support you in your role as a referral partner.
Compensation and Incentives
At The Bitcoin Adviser, we highly value our referral partners and appreciate their vital role in introducing new clients to our services. To acknowledge and reward this significant contribution, we have developed a lucrative compensation structure.
Explanation of Referral Commission Structure
We offer a rewarding commission structure to our referral partners. For each Successful Referral, we shall pay the Referrer a Referral Fee equivalent to 10% of the revenue received from the referred client in the previous quarter. We define a Successful Referral as a referral that results in a new client contract with The Bitcoin Adviser.
The Referral Fee payment is not a one-time payment. We continue to pay the Referral Fee on a recurring basis as long as we receive revenue from the referred client. This means you can earn from each Successful Referral indefinitely, offering a great opportunity for passive income.
Please note: This Referral Fee structure is in place until either:
- Termination of the referral agreement according to its terms;
- Closure of The Bitcoin Adviser's business; or
- Sale of The Bitcoin Adviser's business.
Timeline of Commission Payment
The Referral Fee payments are made quarterly. Each payment corresponds to the revenue received from the referred client in the previous quarter. The payments are made at the end of the month following the quarter in which the revenues were received.
For example: For revenues received in the first quarter (January to March), the Referral Fee payment will be made at the end of April.
Method of Commission Payment
We make the Referral Fee payments in Bitcoin, sent to a Bitcoin wallet of your choosing.
To facilitate these payments, we need the Referrer to provide us with 100 points of identification, as required by Australian law. You can find the acceptable forms of identification on the Australian Federal Police website: AFP 100 Point Checklist.
Compliance and Ethics
Our partners are an extension of The Bitcoin Adviser's brand, and thus, we expect all referrers to maintain a high level of integrity, professionalism, and ethical conduct. This section outlines the standards and compliance requirements we expect our partners to adhere to.
Upholding The Bitcoin Adviser's Standards of Conduct
As a partner, you should act in a manner that is consistent with the values and principles of The Bitcoin Adviser. Honesty, respect, and a genuine commitment to clients' interests are vital. Please ensure that all interactions with potential clients and other stakeholders are transparent, truthful, and free from any misleading or deceptive information. This extends to how you describe our services, manage relationships, and conduct your referral activities.
Compliance Requirements for Partners
Our referral partners must comply with all relevant legal and regulatory requirements, including those related to data protection and privacy, anti-money laundering, and anti-bribery and corruption. You are also required to abide by any specific sector or jurisdictional laws that may apply.
Additionally, it's important that all referrals are made in a manner that respects the rights and wishes of potential clients. Please ensure you respect individuals' preferences regarding contact methods and frequency.
Confidentiality and Data Protection Guidelines
We take data protection very seriously at The Bitcoin Adviser. As a referral partner, you might come into contact with confidential or sensitive information about potential clients. It's essential that you respect this confidentiality and handle all such data with care. This means not disclosing confidential information without proper consent and ensuring secure storage and handling of any personal data you collect or process.
In line with the above, please adhere to these key points:
- Only collect the necessary information to facilitate a referral.
- Store and process this information securely.
- Do not share any client information without the individual's explicit consent.
- Be transparent with potential clients about why you're collecting their information and how it will be used.
- Respect and promptly respond to any requests from individuals about their data, such as access requests or removal requests.
By complying with these standards and guidelines, you help ensure a positive and trustworthy relationship between clients, partners, and The Bitcoin Adviser. Remember, our goal is to provide peace of mind to clients while helping them secure their Bitcoin legacy. Every action we take should be guided by this mission.
Common Mistakes to Avoid
Learn from others' experiences. Here are common mistakes referral partners make and how to avoid them:
Not Using Your Landing Page
Always ensure your referrals visit and contact us through your personalized landing page. If they contact us through the main website instead of your landing page, we may not be able to attribute the referral to you. Always share your landing page URL, not the main website URL.
Being Too Pushy
Remember, you're helping, not selling. If someone isn't interested, respect that. Pushing too hard damages relationships and our reputation. Focus on people who genuinely need help securing their Bitcoin.
Not Following Up
Once you make a referral, stay in touch. Check in periodically to see if they have questions or need support. Your involvement increases the likelihood they'll become a client.
Making Promises You Can't Keep
Don't promise specific outcomes, timelines, or results. Let our team handle the details. Your role is to introduce and support, not to make commitments on our behalf.
Not Understanding Our Services
Take time to understand what we do before referring. Read our materials, ask questions, and make sure you can accurately explain collaborative security and our mission.
Ignoring Compliance Requirements
Make sure you provide the required identification (100 points) for payment processing. Delays in providing this information delay your commission payments.
Sample Referral Conversations
Here are examples of how to introduce The Bitcoin Adviser in different scenarios:
For Friends/Family
"I know you've been holding Bitcoin on [exchange name], and I wanted to share something that might help. I've been working with The Bitcoin Adviser to move my Bitcoin off exchanges and set up proper security. They help eliminate single points of failure and protect generational wealth. If you're interested, I can introduce you. They're really good at explaining everything without the technical jargon."
For Professional Contacts
"I've been referring clients to The Bitcoin Adviser for collaborative security solutions. They specialize in moving Bitcoin off exchanges, eliminating single points of failure, and protecting generational wealth. If you have clients who hold Bitcoin and need better security, I'd be happy to make an introduction. They work with high-net-worth individuals and families globally."
For Community Members
"I wanted to share a resource with the community. The Bitcoin Adviser helps Bitcoiners move off exchanges, eliminate single points of failure, and protect generational wealth. They've been doing this since 2016 with zero losses. If anyone is interested in learning more about collaborative security, visit my page: [YOUR_LANDING_PAGE_URL]"
Glossary of Key Terms
Personalized Landing Page
A custom URL assigned to each referral partner (e.g., thebitcoinadviser.com/referrers/your-name). When prospects visit and contact us through this page, they're automatically tagged as your referral.
Successful Referral
A referral that results in a new client contract with The Bitcoin Adviser. Only successful referrals generate commission payments.
Referral Fee
The commission paid to referral partners, equivalent to 10% of the revenue received from referred clients in the previous quarter.
Collaborative Security
A multi-signature custody structure that eliminates single points of failure by distributing keys among trusted parties, including the client and The Bitcoin Adviser.
Quarterly Payment
Referral fees are paid every three months, at the end of the month following each quarter (e.g., Q1 payments at end of April).
Lifetime Revenue Share
Commission payments continue for as long as the referred client remains active with The Bitcoin Adviser, creating ongoing passive income.
Single Point of Failure
A vulnerability where one person, device, or location controls access to Bitcoin. Collaborative security eliminates these risks.
Generational Wealth
Bitcoin holdings intended to be preserved and passed on to future generations, requiring robust security and estate planning.
Communication and Support
Building a solid relationship with our partners is at the core of our referral program. As such, we are committed to providing clear lines of communication and comprehensive support. This section will guide you through the process of reaching out to The Bitcoin Adviser's support team, our regular update schedule, and mechanisms for you to provide feedback.
How to Contact The Bitcoin Adviser's Support Team
Our support team is here to assist you. For inquiries or any immediate assistance, please contact us via:
We aim to respond to all enquiries within 24 business hours. If there are additional assets you require to support your referral efforts please don't hesitate to contact us.
Regular Update Schedule
To ensure you are well-informed and updated on all the recent developments and opportunities at The Bitcoin Adviser, we maintain a regular schedule of communications:
- Articles on the website: We regularly post topical and relevant information in the articles section on the website, we recommend reading through these and keeping a lookout for more.
- Social channels: Social channels are also important, please like and follow us on Twitter and Linkedin. We're always posting new information and content, please forward it on to your friends and family and engage with us regularly.
- Community: We'd love you to also join The Bitcoin Adviser community on X, this group is an exclusive place for our clients, referrers, advisers and friends of the Bitcoin Adviser to collaborate, ask questions and have a bit of fun.
Partner Feedback Mechanisms
Your insights are invaluable to us. We strive for a partnership that is mutually beneficial, and for that, your feedback is essential. We encourage you to share your experiences, suggestions, or any concerns through the following channels:
- Direct Email: Feel free to email your partnership manager or our support team with any feedback you have. Email: referral@thebitcoinadviser.com
Remember, the key to successful cooperation is consistent communication. We're here to provide support and ensure you're confident in your role as a referrer. Always feel free to reach out with any questions, concerns, or suggestions. Your success is our success.