Your Team; Your Edge
Be in the "No"
Does your current agency, IMO, B/D, RIA, etc. allow you total unrestricted direct contact to the owners? Let us answer that rhetorical question: "No."
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Here at SPL we believe in something different. After 2 years of working for an IMO and 20 years as an owner, we learned direct access is paramount. The simple question: Would you rather work directly with an owner or an employee? Our experience shows that professionals prefer, and enjoy, working with the owner versus hourly, salaried, and bonused employees who do not respond as if they are "owners". After all, who is going to work harder for you? We want to hear from you directly about both the good and the bad.
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That is why we ONLY have a cell phone. No 800 number to a remote call center to forward your call. No hourly receptionist who may not care to answer on the first, second, or 10th ring. No gatekeepers stopping you from speaking with the owners. No random business hours. No salaried sales manager who is uninterested in a timely response. No "senior" manager who only cares about the top 1% of producers and is too busy for the other 99% - and then they hand off all the work to the salaried sales manger.
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So, what do you have?
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You have personal access to the owners who are not paid unless you are. Who will work harder for you?
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You have a true team in knowing the owners are not paid until you are. Again, who will work harder for you?
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You have direct unfettered communication to owners who are wholly dependent upon you, the producer. Why would we want it any other way? And...Why would you?
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You speak directly to the person who is responsible for the case from the time you have a prospect to the time they withdraw their last penny from the account.
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You speak directly to the person who is involved in all facets and therefore can assist you in any way needed.
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Have a question? Call the owners.
Client has a question? Call the owners.
Need a form? Call the owners.
Have a problem? Call the owners.
Want to celebrate your sale? Call the owners!
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Therefore, we each give you our only cell phone number so you can contact us on your schedule. You can call, text, and email knowing that each form of communication comes directly to our eyes and ears. No filter. No gatekeeper. No timeclock. No excuses.
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Wealth Street Agents: We are never out of contact.
Steve
Founder & CEO
Steven has been in the financial advisory industry since 1999. Prior to that, he worked as a carpenter framing houses to help pay for college. Within the financial advisory industry, Steve has helped insurance companies develop fixed indexed annuities, trained thousands of agents on the intricacies of FlAs through one-on-one calls, CE workshops, and online events, has been published in trade magazines, and was an integral part of two top-tier Independent Marketing Organizations (IMO) where he was recognized multiple times as sales manager of the month, earned sales manager of the year, and went on to start an IMO with 3 other partners. ​For 20 years Steve was a part owner and Manager/Member and upon selling his ownership and a brief "retirement", this opportunity arose and brought him back into the industry.
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Steve is now leveraging his knowledge and experience by introducing a truly undeniably unique product which is a rare "Win-Win" for the financial professional and client.
T.C.
Marketing Specialist
Having a background in residential real estate and business ownership/management has given TC invaluable experience to share. She has owned various businesses throughout her career ranging from product/service sales to owning a large retail feed store in Tucson, AZ. Therefore, TC is well versed in customer service as well as the world of finance (not to mention the family budget!).
TC has two wonderful children who are also in Finance. Her daughter Amanda works in the mortgage industry as a top company trainer and her son Dominick is a financial planner working with a brokerage who has designed portfolios, presented/managed 403(b) plans for police departments, sheriff departments, teachers, etc., and also advised in a firm specializing in advising professional athletes.
TC is also a certified grief educator, owns a sound healing studio, holds a yoga teaching certificate, and continues to consult those in need via multiple healing techniques, services, and products.
TC brings a true holistic approach to our industry as well as to her advisors. She is an invaluable asset in assisting with your clients interested in becoming a Private Lender.
Get in Touch
(520) 775-2436
Or complete the following and we will email or call, whichever you prefer.