Partnering Advisors
We encourage fellow financial advisors to reach out and partner with our firm to foster client partnerships.
At Veludi we work to ensure that creativity and new ideas continue to flow within the firm and one of the key avenues taken to make that happen is expanding our network beyond the walls of the firm.
Combining the strong relationships we have developed with lenders across the country and your diverse clientele is a recipe for success.
Here is a breakdown of our process
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Smooth End-to-End Process
We start with evaluating client needs to understand what terms work best for their goals. From there we work with partnering advisors to offer the most tailored loan terms for our clients.
Sophisticated Sales Tools
We help partnering brokers and advisors by creating sales tools in order to concisely present terms to clients.
Building Trust
From the start, we would like to make clear to partnering advisors, our goal is not to simply utilize your connections to make a deal and leave you dry. It is the exact opposite. We would love to grow our network and YOURS! That being said, by valuing hard work and building trust we ensure a seamless deal completion.