We can help your clients and their friends as well as your friends and family.
The client always remains yours.
We can act as an extension of your firm or we can assist the affected party directly.
You can use our expertise as an extension of your service.
Many Financial Advisors have clients who ask them for help with a friend or family memeber who is in trouble.
That is not your core business. Let us help you maintain your image by assisting the affected party and you can go about your core business issues.
We are flexible as to how our referral partners want to work.
Sometimes you may simply want to be able to refer an affected party so that they can get the appropriate solution at an arms length from you. On other occasions you may wish to integrate our service provision into your revenue stream. Contact us.