With years of experience in the Financial Services Industry, the team at Brendanwood Financial Brokerage is ready to take your business to the next level. Brendanwood Financial Brokerage can transform your financial practice by creating more efficient systems of quoting, underwriting, marketing campaigns, and back office work. This leads to a more efficient financial practice that will increase your revenue and also lower your overhead.
Our Core Processes:
-Contracting and Carrier Appointments
-Quoting and Pre-Underwriting
-Concierge Client Relationship Services
LEARN HOW TO CROSS SELL YOUR BOOK OF BUSINESS
Want to increase your revenue? Whether you are a fee based planner/RIA, a Life/Health producer, CPA, CFP, or an Attorney, there are ways for you to start cross selling your current and future clients more product lines. This will allow you to generate more revenue and provide your clients with even more value than you already are. And let's face it, your clients are already going elsewhere for these products, why aren't they coming to you?
Our staff has the capabilities and experience to train and transition you into offering more product lines. Call us today on how we can build a more holistic financial practice for you by creating more streams of income.