A Smarter Way to Grow Your Income and Influence
Become a Referral Partner with Roy Matlock, Jr. & Associates and learn how to earn referral income by simply connecting people you already know to a trusted financial team. No selling. No pressure. Just genuine introductions.
When & How It Works
Complete this short form below to unlock your video access page.
What You’ll Discover in the Overview
This isn’t a “hard sell” webinar. It’s a clear, straightforward look at how our Referral Partner Program works, what you can earn, and how we support you with training and technology.
No Selling
Your role is to connect people to licensed financial professionals. We handle the education, recommendations, and implementations.
Earn Income
Get compensated when your referrals become clients. Learn how referral fees and long-term relationships can compound over time.
Add Real Value
Help the people who trust you access a full financial team—without having to become the expert yourself.
Real Opportunity
Start as a simple connector, or grow into a licensed producer or full-time business over time. The path is flexible.
Easy-to-Use Technology, Built for Referrals
Our SalesTeamPro platform helps you organize contacts, send invitations, track referrals, and stay in the loop automatically. You’ll see how it works inside the video series after you register.
- See where each referral is in the process.
- Automated follow-ups and update notifications.
- Training and scripts right inside the platform.
Next Step
Complete Step 1 by registering above. We’ll send you straight to the on-demand video page so you can watch the full Referral Partner Introduction.
Finish Step 1 & Unlock VideosStart Your Referral Partner Journey Here
Tell us where to send your access link. Once you submit this form, you’ll be redirected to the full Referral Partner Intro video page.