ONBOARDING YOUR CLIENTS
How it Works
Helping borrowers establish a relationship with expert financial guidance is simple. Through a seamless process, your clients are introduced to the professionals at Wealth Enhancement Group® who help them embark on achieving their long-term financial goals. Here’s how:
Unparalled Differentiation.
Wealth Enhancement Group® clients receive holistic financial planning through access to financial advisors, tax specialists, and estate planners.
For Lenders
Help LOs increase their revenue.
Lenders can direct the passive revenue to top performing LOs as a recruiting and retention strategy.
For Loan Officers
Differentiate from other LOs.
Show your commitment to your borrower's long-term financial health and establish a life-long relationship.
For Servicers
From call center to profit center.
Now, outbound calls and your borrower portal can generate passive revenue, even in the event of a servicing transfer.
Compensation Flow
Partnering with Wealth Enhancement Group® creates a long-term, passive revenue stream.
Their average client relationship lasts more than 20 years, and they boast an impressive 97% retention rate, so you can expect to receive annual payments for years to come.
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ONGOING BORROWER BENEFITS
Build a Pipeline for Life with Financially Fit Borrowers
Building wealth and preparing for the future may seem straightforward, but it’s actually an ongoing process.
Navigating the complexities can make it hard to feel confident in decisions. Wealth Enhancement Group’s team of specialists take a 360-degree view of your borrower’s financial situation, then craft a custom strategy to help them build and protect their legacy.
Large Purchase Funding
Education and College Planning
Savings & Emergency Funding
Disclaimer
Kingfisher Admin Services, LLC (“Kingfisher”) does not provide investment advisory services or offer any securities, financial products, or related services. The use of this website and any services described herein, including but not limited to the submission of personal information for the purpose of facilitating introductions to Wealth Enhancement Group, LLC, is not intended to be, and should not be construed as, a solicitation for the sale of securities, investment products, or any other financial services.
Kingfisher does not engage in any activities that would require registration as an investment advisor, securities broker-dealer, or any other activity regulated by the U.S. Securities and Exchange Commission (SEC), the Financial Industry Regulatory Authority (FINRA), or any state securities authority. This website and its services are not intended to constitute an offer or inducement of any kind to engage in any investment activity, nor should it be interpreted as such under applicable federal securities laws, state “blue sky” laws, or any other legal or regulatory requirements enforced by federal or state securities or industry regulators.
Any personal information collected by Kingfisher and shared with Wealth Enhancement Group, LLC will be for the express purpose of facilitating an introduction to their investment advisory services. Wealth Enhancement Group, LLC is solely responsible for providing investment advisory services, and any interactions, discussions, or agreements related to investment advice will be directly between the client and Wealth Enhancement Group, LLC. Kingfisher is not a party to any such agreements or transactions.