If you manage money for business owners in Manhattan, Brooklyn, Queens, or Staten Island, you hear about their operations whether you ask or not. A quarterly review turns into a story about a laptop that got encrypted, a bookkeeper who clicked a fake invoice, or a server closet nobody has touched in years. You are not their IT department, and you should not try to be. But you are often the first trusted person they tell. That moment is exactly what MicroSky’s IT referral partner NYC program is built for.
The program is free to join, requires no selling, and pays recurring monthly commissions with lifetime attribution for as long as the business you introduce stays a MicroSky client. You make a warm introduction. MicroSky handles the rest. Every program detail in this post comes from the live MicroSky Referral Partner Program page, so nothing here is a promise the page does not already make.
IT referral partner NYC: why financial advisors are on the list
MicroSky’s partner page names eight kinds of professionals who make great referral partners: accountants and CPA firms, business consultants, insurance brokers, commercial real estate agents, financial advisors, marketing and PR agencies, office supply vendors, and VoIP and telecom resellers. The page is direct about the common thread: the best partners are trusted advisors who work closely with small and mid-size business owners, and if your clients trust your recommendations, they will trust who you send them to.
Financial advisors fit that description closely. Your business-owner clients already share sensitive information with you: payroll, retirement plans, succession goals, cash flow. They expect you to have a short list of professionals you trust. Adding a managed IT and cybersecurity provider to that list is a natural extension of the role you already play, not a sales pitch.
We have covered other partner types in earlier weeks. Accountants, insurance brokers, and consultants have their own write-up in IT referral partner NYC for trusted advisors. This post focuses on financial advisors and wealth managers who work with NYC business owners.
How the program works, in four steps
The referral page lays the process out as four steps. Here is each one, in plain terms.
- Sign up free. The page says you can create a free referral partner account in under two minutes, with no contracts and no commitments.
- Share your link. You get a unique referral link to share with your network, whether that is clients, colleagues, or friends.
- MicroSky closes the deal. MicroSky’s team handles discovery, demo, proposal, and close. You make the introduction; they do the rest.
- Get paid. You earn a commission for every client that signs up. Payments go out monthly, and the page says there is no minimum threshold.
The separation matters for an advisor. You are not quoting IT pricing, scoping networks, or answering technical questions. Your client gets a qualified introduction, and the technical conversation happens with the people who do this work every day.
What a good referral looks like for a financial advisor
The program page says you can refer any business with 1 to 500 employees that could benefit from managed IT, cybersecurity, or website services, in NYC Metro and beyond. That covers most of the business owners on a typical advisor’s client list. The better question is when to bring it up. These moments tend to come up naturally in advisory work:
- A client mentions a security scare. A phished email, a spoofed wire request, or a ransomware story from a peer. Those conversations often start with money, which is why they reach you.
- A succession or sale is on the horizon. Owners preparing to sell or hand off a business usually need their systems, accounts, and data in order. An organized IT environment is part of a clean transition.
- The business is growing fast. New hires, a second location, or a move to a bigger office in the five boroughs often outpace whoever has been handling IT on the side.
- The “IT person” is a relative or a part-timer. When an owner admits nobody really owns security or backups, that is a clear opening.
- A client asks you directly. “Who do you use for IT?” is the easiest referral moment there is.
If the owner is worried about staff falling for scams, MicroSky’s post on phishing awareness training is a useful, low-pressure thing to send before any introduction.
A simple, reputation-safe referral playbook
Your reputation is the asset you are lending, so treat the introduction with the same care you would give a referral to an estate attorney or a CPA.
- Ask first. Something like: “Would it help if I introduced you to the IT firm I trust? No obligation.” If the answer is no, leave it there.
- Make the warm handoff. Use your unique referral link or a short email introduction that includes the owner, their main concern, and a good time to talk.
- Step back. MicroSky runs discovery, the demo, the proposal, and the close. You do not need to follow up on the sales side.
- Track it. The page describes a real-time partner dashboard where you can follow every referral, conversion, and payment.
- Check in as an advisor, not a salesperson. At your next review, ask whether the introduction helped. That keeps the relationship focused on your client’s outcome.
What you can expect from MicroSky
The referral page lists the reasons professionals partner with MicroSky. Here they are without embellishment:
- Recurring commission: you earn on every month your referred client stays with MicroSky, not just at sign-up.
- No selling required: the team handles discovery, demo, proposal, and close.
- A long track record: the page describes MicroSky as a trusted partner since 2003, with 20+ years in business and 1,500+ businesses served across NYC Metro.
- Value for your network: your clients get access to IT and cybersecurity support from a firm you have vetted.
- Partner perks: top referrers can unlock quarterly bonuses, co-marketing opportunities, and priority support.
- A real-time dashboard: track referrals, conversions, and payments in one place.
Common questions from advisors
How much do I earn per referral?
The page says commissions are based on the service package your referral signs up for, and MicroSky walks you through the structure during onboarding. We will not quote a number here because the page does not publish one. Ask during onboarding.
Is there a limit on how many clients I can refer?
No. The page says you can refer one client or fifty, and every qualified referral earns a commission.
How long does a referral stay attributed to me?
For the lifetime of the client relationship. As long as the business you referred stays with MicroSky, you keep earning.
Do I need a technical background?
Not at all. The page says top partners include accountants, attorneys, insurance brokers, and consultants: anyone with a trusted relationship with small business owners. Financial advisors are explicitly on the list of great referral partners.
Ready to add a trusted IT partner to your network?
If your NYC business-owner clients already ask you who to trust, joining the MicroSky referral partner program turns those conversations into a better outcome for them and recurring income for you. Sign up free at https://microskyms.com/referral-partner, or call (718) 672-2177 to talk through how the program works. MicroSky’s Staten Island office is at 900 South Avenue, Suite 300, by appointment only.
