"I’m thinking about pulling from my 401(k) to expand."
Bigger amounts and longer terms for growth. $10K to $5M, weeks, depending on the program.
SBA & term loans See who it fits and what to sayFor Financial advisors
Your business-owner clients need more than investment advice. Help them fund what’s next.
When a client needs capital, they often pull it from savings or retirement accounts. A funding introduction can keep their portfolio working. Make the introduction and earn 30% of the commission when the deal funds.
Moments you'll recognize
You already hear these. Each one is a funding deal.
"I want to start a business, but I don’t want to touch my investments."
Up to $100K at 0% for 12 to 24 months. Up to $100K, based on personal credit.
0% intro financing See who it fits and what to say"Our business needs equipment, and I’d rather not pay cash."
The equipment becomes the collateral. $20K+, funded in 3 to 5 days.
Equipment financing See who it fits and what to sayWhy financial advisors make great partners
Protect your clients’ assets while they grow
01
Keep assets under management
The right business funding can stop a client from liquidating investments to cover a growth need.
02
You see the whole picture
You know your clients’ goals, timelines and risk tolerance better than any lender.
03
A more complete service
Business owners want an advisor who can help with both sides of their financial life.
How it works
You make the introduction. We do everything else.
- 1
Introduce your client
Share your funding page or submit a client from your dashboard. It takes a few minutes.
- 2
We handle the funding
A specialist calls within 24 hours, collects documents, underwrites and matches the right lender.
- 3
You earn 30%
When the deal funds, 30% of the commission is yours. On average, $1,000 to $2,000 per funded deal.
What to say
A natural way to bring it up
No pitch needed. Here's a line that works for financial advisors. Your dashboard has talk tracks for every funding product.
Try this with your next client
"Before you pull from your portfolio, it may make sense to look at business funding instead. I work with a team that can show you options, and checking them won’t affect your credit. Would you like an introduction?"
What your clients can get funded for
The products financial advisors refer most
Based on personal credit
0% intro financing
Up to $100K
Up to $100K at 0% for 12 to 24 months
Learn more Weeks, depending on the programSBA & term loans
$10K to $5M
Bigger amounts and longer terms for growth
Learn more Funded in 3 to 5 daysEquipment financing
$20K+
The equipment becomes the collateral
Learn more Same-day approvals in most casesBusiness line of credit
$5K to $1.5M
Revolving credit they can draw from anytime
Learn moreYour earnings
30% of every commission. No cap.
Partners earn $1,000 to $2,000 per funded deal on average. Refer as many clients as you like.
FAQ
Questions financial advisors ask
Can I accept referral commissions as an advisor?
If you’re registered with a broker-dealer or RIA, receiving outside compensation may require approval and disclosure. Talk to your compliance department before accepting commissions.
Is this a conflict with my advice?
You never recommend a specific loan or promise approval. You make an introduction, and our funding team explains options and costs directly to your client.
Which clients are the best fit?
Business owners planning growth, owners with strong personal credit starting something new, and anyone considering liquidating investments to fund their business.
Do I need lending experience?
No. You make the introduction. Our in-house funding team handles the calls, documents, underwriting and closing.
What does it cost to join?
We cover membership options on your demo call, once we understand your network and goals.
Book your demo call
See how financial advisors earn with LendTrack
We'll tour the platform, look at the clients you already serve and show you exactly how referrals turn into commissions.
- Tour the platform. Your funding page, dashboard and AI fundability check.
- Map your client base. Spot the clients who need capital right now.
- Find out if you qualify. If it's a fit, we'll walk you through membership options.
LendTrack Demo CallPick a time that works for you
Other partner programs
CPAs & bookkeepers
Your clients already ask you about cash flow.
See the programInsurance agents
You protect your clients’ businesses.
See the programRealtors & real estate pros
Stop losing deals to slow financing.
See the programBusiness consultants & coaches
You build the growth plan.
See the program