Insurance Professional Referral Program

Insurance Professionals Referral Program

The Insurance Professional Referral Program was created to provide comprehensive advice to your clients.

At Strittmatter Wealth Management Group, we believe that great advice starts with a dedication to knowing our clients’ overall financial situation.

By working with you as a team for the benefit of our mutual clients, we will be better informed about their financial lives. This process will involve open lines of communication about the client and their financial situation, joint meetings when necessary, and a collaborative approach to financial advice.

This will equip all of us with the best solutions to assist the client in achieving their financial goals. Our partnership will provide our clients with a unique client experience unmatched in the financial industry.

HOW our referral program WORKS

STEP 1

Introduce your client to SWMG for financial planning and investment services.

STEP 2

SWMG will create a financial plan and provide investment recommendations to your client.

STEP 3

Once client approves investment recommendations, assets will be transferred to custodian and invested.

STEP 4

SWMG charges a flat percentage quarterly on investment management. Referral fee is paid quarterly.

STEP 5

Referral revenue continues to be paid to the Insurance Professional for the longer of 12 months or 12 months from last referred client.

STEP 6

Referral revenue can grow the more clients you refer and with market growth.

THE ADVANTAGES OF the referral program

Benefits of Referring for Your Clients

SWMG is an independent, SEC Registered Investment Advisor. As CERTIFIED FINANCIAL PLANNER™ and fiduciaries, we provide financial planning and expert investment advice to help your clients achieve their financial goals and objectives.

Benefits of Referring for the Insurance Professional

SWMG collaborates with insurance professionals to provide financial planning and investment management services to their clients. By adding financial planning and investment services to your business, you can benefit from a lucrative, recurring revenue stream.

YOUR REVENUE PROJECTION

Get in touch for more details

Get In Touch

Questions or comments? Contact us through the methods below, and a colleague at Strittmatter Wealth Management Group will be in touch within 24 hours:

Ready to get started? Click here to schedule a complimentary consultation with one of our friendly advisors today:

101 Summit Ave. Ste 910

Fort Worth, TX 76102