Carson's Partner Referral Program
Refer and Earn up to $200,000
Do you know a growth-focused advisor who could benefit from greater efficiency, faster growth, and the support of a thriving community? If so, introduce them to Carson Group.
Through our Partner Referral Program, Carson Partners earn up to $200,000 per qualified advisor. This is your opportunity to earn additional compensation, strengthen our advisor community and help shape the future of Carson.
Getting Started Is Easy.
1. Identify a qualified advisor who is open to meeting with Carson.
2. Make an introduction by completing the referral form.
3. Carson’s business development team will be in touch with each of you to continue the conversation.
Frequently Asked Questions
Who is eligible to refer and earn compensation?
Current Carson advisors
What is the criteria for a qualified advisor or firm?
Advisors with $50M AUM and are not already an active Carson prospect.
How is the referral compensation determined?
You will receive compensation for every qualified firm you introduce and successfully transitions their business to Carson (directly or via acquisition). Your referral compensation will be tied the assets the advisor brings to Carson.
| AUM Ranges | Referral Compensation |
|---|---|
| $50M – $100M | $20,000 |
| $100M – $250M | $50,000 |
| $250M – $500M | $100,000 |
| More than $500M | $200,000 |
Who can I contact with additional questions about the Refer & Earn program?
partnerreferrals@carsongroup.com