Wealth Management/Financial Services

A well-built, well-executed business lending offering provides financial institutions, independent advisory firms (RIAs), broker-dealers, financial services companies, lending advisors, business brokers, commercial real estate brokerages and a long list of other partners that serve business owners the opportunity to meet key client needs, attract new relationships, fend off competitors and build their reputation and brand.

While incremental revenue, retained relationships and new business opportunities are good measures of success, we have found that the most successful relationships are ones where the offering enables the strategic partner to unlock a client segment that is crucial to the growth and success of its own, core business.

We have had very significant success in this space because we never lose sight of what is necessary for a business lending offering to truly be an asset to a financial advisor.  

While much of the lending world is fixated on a "low touch", fintech model, our offering is built on meshing emerging technology with a consultative, "high-touch" approach that focuses on client experience and enhancing the Advisor/Client relationship at every opportunity. 

Most business lenders are just not prepared to deliver the level of customer service that a Financial Advisor needs to enhance their relationship with the high net worth and emerging affluent client. 

We are able to help our clients choose the right lender relationship to meet their needs, set service standards to assure that the lender lives up to its promises and supporting the partnership as an intermediary to deliver the level of customer service needed to have the partnership succeed. 

We have built highly successful business lending referral relationships for Broker-Dealers, Independent Financial Advisors (RIAs) and Financial Services Firms. The services we are able to provide include the following:

• Identify partners that fit your business model
• Help you craft an RFP that addresses key issues
• Guide the due diligence and contract process
• Create a detailed game plan for the partnership
• Cement a full understanding of partnership goals and performance standards
• Create key product education
• Targeted marketing to accent value proposition
• Line up internal resources to create crucial awareness
• Assist in prescreen process
• Managing referral flow
• Reporting & Metrics