Many of the large firms have established a financial services practice. Without the scale that these large firms have this is out of reach of smaller firms as the establishment and ongoing costs simply cannot be supported.
This is where we can assist. We are not asking you to become finance product experts or to take on additional work load.
We will come in under your brand to offer these services to your clients.
You will have one of our Finance Specialists spend a minimum of 1 day per week in your office, they will work with your team on rolling our a proven marketing plan to your client base, upskilling your team on new and evolving products & working on client strategies. Your Finance Specialist is available to speak & meet your clients at any time during the week, not just when they are on site with you.
Your firm will benefit from this partnership by widening your services offered to your client base without set up expense and employment costs.
You can control your customer experience, with a partner you can trust.
Your firm’s knowledge of the financial products available will grow – there are many new funders and products.
For every transaction you will earn referral fee income.
With the security of partnering with a company that has over 20 years of Financial partnership experience that values the subtle difference of care taking your client and simply dealing with any other customer.
You are our customer and we are privileged to be looking after your client.
We would be delighted to discuss with you our experience and how we can work with your firm.