New Partner Onboarding
Everything you need,
on one page.
Three steps to get set up, the overview of what you're actually introducing people to, and every document in one place. Work down the page — it should take about fifteen minutes.
Agent overview · Tax advisory first
Stop pitching products.
Become the authority.
Most agents don't have a lead problem. They have a positioning problem. The person trusted to reduce taxes controls the client relationship — that should be you.
~18 minute overview · Presented by Alvin Ubaldo · Worth watching before your first call
The old way
- Pitch a product
- Wait on the CPA's approval
- Seen as a salesperson
Tax advisory first
- Lead with tax pain
- Deliver a clear blueprint
- Quarterback the plan
The RISE process
A turnkey process our team runs alongside you
You never have to be the tax expert. You open the conversation — we do the work behind it.
R
Review
Returns, income sources, entities and tax structure.
I
Identify
Inefficiencies, missed opportunities and costly gaps.
S
Strategize
Rank the strategies that fit their situation.
E
Execute
A written plan, with full-service implementation available.
The RISE Promise: Reduce Income Tax. Supercharge Earnings.
Get your own RISE Tax Blueprint first
Authority starts with your own experience. Request a call and our team walks you through your blueprint and your next steps — free for Valoram agents.
Request my tax blueprintGet set up · About 15 minutes
Three steps and you're ready to send referrals
Tick each one off as you go — this page remembers where you got to on this device, so you can close it and come back.
Register on the partner portal
Your name, email and phone. Under a minute. Use the email address you want your referral code sent to — you'll get your personalised code and portal access straight after.
Registered before? Use the same email and we'll resend your original code. Register now →Submit your W-9
Legal name, business or entity type, tax ID (SSN or EIN) and address, signed digitally. We need it on file to pay your referral compensation.
Open the W-9 form →Sign your referral agreement
Read through the terms, then sign digitally and submit. This is the agreement that governs how you're compensated.
Open the agreement →You're good to go
What happens when you send someone
With all three steps done, you're ready. Here's the whole thing, start to finish.
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Sign into the partner portal
With your referral code and the email you registered with.
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Submit someone
Their name, phone and email, plus the advisor you'd like on the call.
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An advisor reaches out the same day
And mentions you by name — so you don't have to make the introduction yourself.
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Track it any time
The portal shows each referral's stage, the advisor handling it, whether it closed, and what you're owed.
Keep your code. It works for every referral, forever.
Open the partner portal →Authority Bootcamp 2026 · October 26–28
Three days to become the authority clients say yes to
The financial industry is facing a trust recession. Being licensed isn't enough, and neither is access to a good product — clients can Google it, ask AI, or compare five advisors. The problem isn't information any more. It's knowing who to trust.
Redemption Church, 105 Nortech Pkwy, San Jose, CA. Monday and Tuesday 9:00 AM–5:00 PM with evening programming; Wednesday 9:00 AM–1:00 PM.
Day one · Monday Oct 26
Bring more value to the table
Tax Advisory Bootcamp · B2B Process · AI Intensive Workshop with Buddy Rushing of White Feather AI. Evening praise & worship. Action item: set five appointments.
Day two · Tuesday Oct 27
Know how to lead the conversation
Kingdom Expansion · Alternative Investments Intensive · VMAX Relaunch. Evening: the Authority Awards Gala.
Day three · Wednesday Oct 28
Walk in authority
Valoram Funding Solutions launch · goal-setting working session · overcoming objections workshop. Action item: leave with a written plan.
$497 general admission
$297
Agency early-bird presale — save $200
- All three days, October 26–28, 2026
- General seating, every session and breakout
- The Awards Gala included
- Workbook and session materials
- Access to the full speaker faculty
Presale pricing ends September 30, 2026. A payment processing fee is added at checkout. All sales are final.
Speakers
Pastor Jonathan Mendoza (Redemption Church) · Pastor Stephen Ward (The Living Room Movement) · Dylan Saldivar (CEO, Divine Reach) · Tony Hoong (Licensed CPA) · Buddy Rushing (Founder, White Feather AI) · Christian Hernandez (Business Funding Solutions) · Steve Burris (CEO, Kevo Health Benefits) · Micah Frankel (VP of Sales, Midland Financial) · Ben Mohr (Life Settlement Advisor).
Full bootcamp details →Everything in one place
Your documents and links
The same set that was spread across the onboarding portal — bookmark this page and you won't need to go looking for any of it again.
Agent overview
The tax-advisory-first positioning and the RISE process, with the full video.
Open →Partner registration
Register once to get your referral code and portal access.
Open →W-9 form
Required before any referral compensation can be paid.
Open →Referral agreement
Read and sign digitally.
Open →Partner portal
Sign in with your code to see every referral, its stage and your commission.
Open →Authority Bootcamp 2026
October 26–28, San Jose. Agency presale $297.
Open →Stuck on any of it?
Email [email protected] or call (408) 825-6726. A real person answers.