Share a trusted financial team with your network — and build a new stream of income.
You’re here because someone thought you’d be a great fit. This page walks you through who we are, the size of the opportunity, how referral partners are compensated, and how our tools make it all simple. Watch at your own pace — when you’re ready, you can get started below.
Welcome to RMJ Advisory
Start here for a quick overview of who we are, who we serve, and how our referral partners fit into the picture.
The Six-Part Referral Partner Series
These short segments walk you through who we are, the market we serve, how we talk about money, how referral partners are compensated, the tools we use, and what it looks like to get started.
Who We Are
Meet RMJ Advisory, our story, and the philosophy that guides how we work with clients and partners.
The Financial Services Market
Why this space is so large, resilient, and full of opportunity — and why guidance still matters.
Financial Concepts
The core ideas we teach clients — simple, practical, and built to help them make confident decisions.
Compensation
How referral partners are compensated and how your introductions can turn into recurring income over time.
Marketing Technology
A look at the tools and automation that support your referrals and keep everything organized behind the scenes.
Getting Started
What your first steps will look like, how we’ll onboard you, and what kind of support you can expect from our team.
Bonus: All About SalesTeamPro
SalesTeamPro is the referral operating system behind the scenes — your CRM, tracking hub, and follow-up engine for the people you introduce to RMJ Advisory.
SalesTeamPro Overview — What Is SalesTeamPro?
A high-level tour of SalesTeamPro: what it does, how it keeps you organized, and why it’s such a powerful tool for referral partners.
SalesTeamPro Deep Dive
A more detailed look at the platform for those who want to see exactly how referrals are tracked, how communication flows, and where you’ll see your results.
Bonus: 10 Steps to a Six-Figure Income
A practical roadmap for building consistent momentum — and how to stack the right habits, systems, and activity to reach six figures.
10 Steps to a Six-Figure Income
Big-picture strategy plus practical steps you can start using right away.
Ready to Get Started?
Complete the short form below and our team will follow up with next steps, onboarding, and access to your Referral Partner tools.
Investment Advisory services offered through PKS Advisory Services, LLC, an SEC Registered Investment Advisory firm. Headquartered at 80 State Street, Albany, NY 12207. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 80 State Street, Albany, NY 12207. PKSA and PKS are affiliated companies. PKSA and PKS are not affiliated with Jackson National or American Funds.
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