Refer to Us
This may be the most exciting opportunity to add revenue to your broking business in a very long time!
This opportunity is available to brokers right now and the timing couldn’t be better!
Wealth Today is at the cutting edge of the financial services industry in Australia. Its Advisers provide professional financial services to clients across the country and they can provide that same service to your clients in a way that assists you to maintain the integrity of your client relationship AND you will earn a commission for your business!
By developing a referral relationship with Wealth Today, your business has the potential to benefit in three key ways:
2. you may protect your clients from competitors who are not willing to pay commissions to brokers; and
3. you may achieve great business growth by having a compelling offer to present to new clients as well as your entire existing client base. You can effectively become a one-stop-financial-services-shop for your clients!
Imagine developing your business in a way that renders the banks’ commissions irrelevant to the long term viability of your business.
Your mortgage clients don’t just need a mortgage. They also need good, professional advice that has the potential to assist them with building financial independence. More often than not, the bank your client just signed a mortgage with will contact your client directly to gain their financial services business. You are likely to be cut out of this transaction and gain nothing from it. Similarly, if your client consults with an independent financial planner, you as the broker will not be involved in that facet of your client’s financial needs.
By developing a referral relationship with Wealth Today, brokers immediately have a compelling offer to present to new clients as well as their entire existing client base. They have the potential to protect their clients from competitors such as independent financial planners and the banks who are not willing to pay commissions to brokers, and they have access to additional income through commissions generated by their clients’ financial services business.
Brokers referring their clients to Wealth Today for financial planning advice, can also enjoy the peace of mind that comes from knowing their clients are being looked after by professionals operating at the cutting edge of the financial services industry. Not the banks. At Wealth Today it’s our aim to help every day Australians reach their financial potential.
Your clients deserve the quality of service we can offer and there is no better time to join the Wealth Today Financial Services Referral program. Don’t miss out on additional income any longer! Contact us now and we’ll help you get started!
Learn more by viewing our audio visual introductory presentations below.
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Introduction to the Wealth Today Referrer model Click here if you're viewing on an iPhone. |
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Un-packing the Wealth Today Referrer model Click here if you're viewing on an iPhone. |
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