Strategic Partnerships
JOIN US AS A STRATEGIC PARTNER
Become a strategic partner with Wealth Arm and join a powerful mission to empower families across the nation with free financial education and innovative solutions. By partnering with us, you’ll not only drive financial independence for countless families but also expand your influence and grow your network. Leverage your expertise to make a lasting, meaningful impact on communities—while boosting your own success.
Together, we can create real change.
Benefits of Partnering with us
Partnering with Wealth Arm allows your business to expand its services without the added burden of overhead or disrupting your core operations. By integrating financial services, you can enhance your value proposition with offerings like college funding strategies, retirement planning, estate management, life insurance, and tax minimization. If any of these topics already align with your client conversations, it's an easy opportunity to extend those discussions into actionable financial solutions.
Best of all, you retain control of the client relationship while we manage the financial planning. Together, we share 50% of the revenue generated, creating value for your clients and opening a new, significant revenue stream for your business. This partnership lets you focus on your clients while providing them with comprehensive solutions.
3-Step Onboarding Process
HOW TO JOIN US AS A PARTNER
Initial Consultation & Partnership Agreement
Start with a personalized consultation to understand your needs and how our financial services can add value. During this step, we outline the partnership structure, explain the benefits, and discuss how we can help you grow your business.
Integration & Client Collaboration
Once licensed, the partnership is fully integrated into our system. We provide comprehensive onboarding, training on collaboration with our financial planning team, and tools to seamlessly introduce your clients to financial services.