The EverBank Advisor program allows qualified investment professional's the ability to add banking, home and commercial real estate loans into their practice.
Adding banking to your financial services business can open a vast number of new doors, each and every one of which can help to energize your business by providing;
New Source of Revenue - Create new non-market-sensitive streams of fee income and/or residuals from FDIC insured accounts and even credit cards. Plus, today's low interest rates present a special opportunity to generate fee income by helping clients finance or refinance their mortgages, or offer them a home equity line of credit or loan.
Unlock Customer Assets - By avoiding the high expense of a branch network, EverBank is able to offer very competitive yields on its FDIC insured accounts. That spells serious opportunity to attract client assets away from the trillions currently sitting in traditional bank accounts and even money market mutual funds that, due to low interest rates, offer no or low yields.
Attract New Prospects and Client Referrals - Each of the EverBank products are designed to get the phones ringing by offering compelling values and features. In addition, because EverBank specializes in working with higher net worth individuals, you can rest assured that their services will meet the needs of your most discerning clients. That adds up to satisfied clients and that means referrals.
Compete in an Era of Financial Convergence - Merrill Lynch, Smith Barney, State Farm and an increasing number of brokerage and insurance behemoths are aggressively promoting banking products. In addition, Wells Fargo, Citicorp, Wachovia and virtually all other major banking institutions are rushing to promote insurance, investments and financial planning to your customers. The more products and services that clients have through your firm, the less likely they are to look elsewhere for financial advice - cementing your relationship and reducing your clients' exposure to competitive financial institutions.
A High-Quality Offering - Ever since its launch in 1999, EverBank has attracted favorable attention, with articles and mentions appearing in the American Banker, USA Today, The Economists, BusinessWeek, The Wall Street Journal, Investment Advisor, Financial Advisor Magazine and many more. A Forbes.com "Best of the Web" winner for 4 consecutive years, EverBank currently serves the better banking needs of clients in all 50 states. That's a long winded way of saying that you can rest assured that you and your clients will be completely satisfied.
To see if you qualify to offer the many EverBank features call us at 866-247-0074 or send an email to everbank@advisorymarketing.com
or click on the link below for more information.
Everbank Advisor Program
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