Strategic referral partner operating as the trusted connector between exceptional wealth managers and HNW individuals seeking expert guidance. We maintain relationships on both sides, making strategic introductions when needs and expertise align.
Partner Revenue
Refferals
Partner Conversion Rate
Our current network plus ongoing relationship building generates ready-to-engage HNW opportunities. We secure the relationships and qualify the need, you deliver the expertise.
We learn your expertise, ideal client profile, investment philosophy, and minimum AUM requirements
We identify and build relationships with HNW individuals who match your criteria through multi-channel outreach and ongoing engagement
When someone has wealth management needs, we qualify timing, assets, and requirements then educate them about our partners' expertise
We connect you when there's genuine fit. They know you're a RAE Reach partner, understand your background, and are ready to engage
Monthly Investment
£1,000+ Time
£800-3,000
Outcome Based
Time to First Client
✗ 3-6 Months
✓ 21-51 Days (if ever)
✓ Within 45 Days
Conversion Rates
✗ 10-20%
✗ 5-20%
✓ 40-50%
Relationship Foundation
✗ Starting From Zero
✗ One Channel Cold Outreach Only
✓ Established Network & Warm Relationships
Client Quality
✗ Mixed Quality
✗ Cold - Volume Based
✓ Expert Matched
Time Investment Required
✗ 20+ hours/week
✗ Tire Kicker Meetings
✓ Zero (hands-off)
Exclusivity
✓ Yours Only
✗ 30+ Clients & Account Managers
✓ Max 5-7 partners - Full Attention
Revenue Guarantees
✗ No guarantees
✗ Meeting Guarantee
✓ Guarantee on Closes
Reputation Risk
✗ Learning curve
✗ Spam risk
✓ Transparent Third Party
