A client needs more than advice
The client understands the risk but lacks 24/7 monitoring, response ownership, or evidence.
For accountants, lawyers, and fractional leaders
Your clients ask about security. Give them a clear, credible next step.
A referral path for advisors whose clients need security monitoring, response, and evidence, without you taking on the technical work.
Accountants, business lawyers, fractional CFOs, and IT consultants advising Canadian companies with 35 to 300 endpoints.
What to expect
Advisor Referral Program
- Partner relationship respected
- Clear shared-responsibility boundaries
- No generic client poaching
Why this becomes urgent
The gap is usually operational, not a lack of tools.
The handoff feels risky
Advisors need confidence that a specialist will protect the client relationship and stay in scope.
Readiness questions keep returning
Insurance, questionnaires, and Microsoft 365 concerns need a practical first step.
What you leave with
A decision-ready view of the next step.
No sprawling transformation plan. The output is tied to the buyer trigger and the smallest credible action.
- Referral fit and disqualification criteria
- M365 Posture Review and MDR handoff path
- Shared-responsibility brief
- Co-branded education options
- Agreed communication and client-status boundaries
How it works
Confirm the partner model
We identify the client profile, recurring trigger, and services the partner retains.
Use one clean handoff
The client starts with a focused review or readiness conversation, not a sprawling sales process.
Protect the relationship
Scope, communication, and next steps stay explicit throughout the referral.
This is a strong fit when
- Advises 50–300 endpoint businesses
- Clients depend on Microsoft 365
- Insurance, monitoring, questionnaires, or AI/data governance recur
- The partner wants a specialist beside—not instead of—their service
The first conversation will confirm
- The business trigger and deadline
- Who owns the decision
- What evidence already exists
- Whether QuantM is the right fit
Start here
Make the next conversation specific.
Your answers route the request by trigger, offer, source, and company fit so the follow-up can begin with the real issue.
Start an advisor conversation
Tell us who you advise. We will confirm fit, boundaries, and how referrals are handled.
FAQ
Common questions, answered.
Common questions about Advisor Referral Program.
Discuss your situationNo. The core model separates day-to-day IT from security monitoring, response, and governance.
We confirm fit, run the agreed first-step review, and communicate within the boundaries established with the partner and client.
Selected educational assets can be adapted after the partner model and audience are confirmed.