ExecWing for wealth managers and financial advisors.
RIAs, planners and advisory teams. Refer the leaders you already work with and earn a recurring referral fee for as long as they stay. Fee details on request.
Where a dedicated assistant fits.
Advisors spend hours on paperwork, scheduling and CRM notes. An assistant can take on the admin, within the compliance rules your firm sets.
What your clients usually hand off
- Client meeting scheduling and prep packs
- CRM notes and task follow-up
- Paperwork collection and tracking
- Newsletter and event logistics
Roles your clients usually start with
Each assistant is dedicated to one client, managed by ExecWing, and available part-time or full-time (typically 20- or 40-hour workweeks).
How wealth managers and financial advisors work with us
- Use an assistant in your own advisory practice
- Refer business-owner clients who need admin help
- Share our security page with your compliance team
Professional rules. Licensed professionals must follow their own referral-fee and disclosure rules. We provide a disclosure template on request; ask your own counsel or regulator if you're unsure.
How the referral works
Sign up
Use the form on the partner page. We send the partner agreement and a W-9 request.
Introduce
Email the leader, copying [email protected]. We confirm acceptance within 10 business days.
We deliver
Meeting, matching, onboarding and weekly quality checks, all handled by ExecWing.
Get paid
Your referral fee is paid after the client pays, with a statement each time.
A summary only; the signed Partner Referral Agreement controls. Read the plain-English agreement summary.
Questions from wealth managers and financial advisors
Can an advisor be paid for a referral?
Rules for advisers and broker-dealers vary. Check with your compliance team before accepting any fee; we provide a disclosure template.
Will the assistant see client account data?
Only what your firm grants under its own access policies. Many firms keep account access read-only or none.
Is there a cost to join?
No. There is no fee to join the partner program.
How much do partners earn?
A recurring referral fee on each client you refer, for as long as they remain a client. We share the details when you request the partner agreement.
Do I have to sell?
No. Make an introduction; we handle the meeting, contracting, onboarding and quality checks.
How do I register a referral?
Send an email introduction copying [email protected], or submit the company through your partner sign-up. A referral counts if the client signs within 180 days, and the first accepted registration wins.
When am I paid?
By ACH within 30 days after each month (or quarter, if you choose) in which we collect fees. Balances below the minimum payout carry forward to the next payout.
Is assistance part-time or full-time?
Either. Assistance is available part-time or full-time, typically 20- or 40-hour workweeks.
Ready to introduce a client?
Request the partner agreement, or schedule a 20-minute meeting to see whether the program fits your practice.