Registered Investment Advisory Services
Provide your clients full service financial advice with a referral to an RIA.
Encourage financial health while diversifying income. Learn how to provide a 360 degree financial planning and wellness.
Learn about your clients life events that are driving their home purchase through natural conversation.
Are they buying a house because they are having a baby? Great! Do they know anything about a college savings plan?
Provide a free service for them to discuss these changes with a Registered Investment Agent to provide licensed advice.
Click a button to send an email where they can ask questions, receive guidance and get educated.
If your client signs up for the services, receive a portion of the revenue each month.
Split this with your referring loan officer to help diversify revenue for both of you!