For advisors · No commission, ever

Give a client something genuinely useful, and let it come from you.

You talk to more business owners in a month than I meet in a quarter, and you have spent years earning the trust I would be starting from scratch. I am not asking to borrow your list. I am asking to give one of your clients a free assessment of where their week goes, arranged by you, at no cost to either of you.

Start with one client See how it works

ENFR Runs in English, French, or whichever your client prefers

No commission

Nothing changes hands between us. Your recommendation stays advice, not a sale.

Free to them

The conversation and the written page cost your client nothing, ever.

One client

Not your list. One name, the one already in your head.

You hear back

Same week, what we found and what it was worth. It was your introduction.

How it works

Four steps, and three of them are mine.

The reason this works is that nobody is being sold anything. Your client gets a real deliverable at no cost, you get the credit for arranging it, and I get to meet an owner warmly instead of cold. If it goes nowhere after that, everyone is still ahead.

01

You name one client

Not a list. One. Whoever came to mind while you were reading this, the one who keeps saying they are drowning. You know who it is.
02

You make the introduction

One email, and I write it for you if you want. It comes from you, as something you arranged for them, because that is what it is.
03

I run the assessment, free

A conversation about where their week actually goes, and a written page naming the tasks eating the most of it. They keep the page whether or not anything else ever happens.
04

You hear how it went

Same week. What we found, what it was worth in hours, and what they decided to do. Your name is on the introduction, so you should know how it landed.

Who this is for

People who serve owners all day.

If your work puts you in front of small business owners regularly, and they trust you enough to ask what they should do about AI, this is built for you.

Bookkeepers and CPAs

You see the payroll, the hours, and the receipts. You already know which of your clients is buried.

Business brokers

You meet owners at the one moment efficiency shows up directly in the valuation.

IT and managed service providers

You are already the person they call when technology should be helping and is not.

Marketing agencies

Your clients hand you the same rewrites and the same approvals every month. Some of that is not a marketing problem.

Chambers, BIAs, and business associations

Your members ask you about AI and you would rather point somewhere than guess.

Insurance and financial advisors

You have the annual conversation where owners tell you what the year actually cost them.

Why I do it this way

Because a paid referral is not a recommendation.

I have spent 30 years helping business owners save time with better technology, and I am a registered Anthropic partner. The fastest way to meet the owners I can actually help is through someone they already believe, and the fastest way to ruin that is to put a commission behind it. Your client can tell the difference between advice and a sale, and so can you.

So there is no fee, no split, and no contract. You hand one client something worth having, I meet someone worth meeting, and we both find out whether this is worth doing again.

What happens after the free assessment is the client's decision alone. If they want to keep going, the audit and the Skills Pack are priced openly on this site. Nothing is hidden behind the free conversation.

Start here

Tell me who you serve.

Takes about a minute. I reply within two business days, and the first thing I will ask is which client came to mind while you were reading this.

The questions advisors actually ask

Answered plainly.

What is the catch? What do you want from me?

One introduction to one client. That is the whole ask. If the assessment turns into paid work, that is between me and them, and if it does not, you still handed your client something useful.

Do I get a commission or a referral fee?

No, and that is deliberate. The moment money moves between us, your recommendation stops being advice and starts being a sale, and your client can feel the difference. What you get is a client who is better off and who knows you arranged it.

Is the assessment really free for my client?

Yes. No card, no trial, no invoice afterward. They get the conversation and the written page. What they do next is entirely their call, and plenty of people take the page and run it themselves.

What if my client is not a fit?

Then I say so, to them and to you, and nobody wastes another hour. Sending me someone I cannot help would cost you more trust than it is worth, so I would rather tell you plainly.

Will you try to sell them something else?

I will answer what they ask. If they want to keep going there is a paid audit and there are skills they can buy, and both are on this site at their published prices. I do not pitch from inside a free assessment.

Can you do this in French?

Yes. The assessment, the written page, and the follow-up all run in English or in French, or the mix your client is most comfortable in.

Do you work with my clients behind my back afterward?

No. You made the introduction and it stays your relationship. If they ask me for something outside what I do, I send them back to you.

Have a team rather than a client list? The free lunch and learn comes to your office. Running a chamber or a BIA? The community workshop fills a room.