Partner program
Partner with ArrowCFO
We work with advisors who serve growing businesses. Refer a client who needs financial leadership, and we refer clients who need what you do.
Who we partner with
Firms whose clients also need a finance lead.
| Partner | Who | Examples |
|---|---|---|
| Legal & Compliance | Law firms, compliance consultants and regulatory advisors | Business attorneys, tax attorneys, compliance specialists, regulatory consultants |
| Business Consultants | Strategic advisors, management consultants and business coaches | Management consultants, business coaches, HR consultants, operations specialists |
| Technology & Systems | Software vendors, IT consultants and implementation partners | ERP consultants, software vendors, IT service providers, systems integrators |
| Financial Services | Banks, lenders, insurance brokers and wealth advisors | Commercial banks, SBA lenders, insurance brokers, wealth managers |
| Industry Specialists | Experts in specific industries and niche markets | Healthcare consultants, real estate advisors, manufacturing experts, e-commerce specialists |
| Growth & Marketing | Marketing agencies, PR firms and business development specialists | Marketing agencies, PR firms, SEO consultants, growth advisors |
Ways to partner
1
Referral partner
Refer clients to ArrowCFO and receive a referral fee for each engagement that starts.
Includes
- Competitive referral commissions
- A simple referral process
- Regular updates on each referral
2
Strategic alliance
Work together on joint client solutions and marketing.
Includes
- Co-branded marketing materials
- Joint client proposals
- Shared marketing events
3
Technology partner
Connect your technology with our financial services.
Includes
- Technology integration support
- Preferred vendor status
- Joint implementation projects
How it works
- 1Apply. Tell us about your firm and the clients you serve.
- 2Talk it through. We set up a call about your clients and how we could work together.
- 3Agree the terms. We put the partnership in writing before any referral.
- 4Start working together. We refer clients to each other and work on shared clients.