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Support Programs

Our partner support programs provide:

  • Orientation program designed by our professional educator and our experienced investor relations staff
  • Market research updates from our Director of Education
  • Regularly scheduled workshops in your region to support your client base
  • Hard and soft copy marketing materials
  • Competitive commissions
  • Dedicated corporate service team to assist you with objection handling
  • Complete investment paperwork
  • On-site training for your entire team
  • Online ‘Team Site’ provides easy access to marketing materials, investment paperwork, market research and updates, calendar of events
  • Compliance training to ensure all partners are adhering to their respective regulations
  • Co-branded marketing initiatives and customized marketing collateral to suit your client base
  • Lead generation through co-operative tradeshow presence
  • Project-specific tours
  • Templated marketing materials
  • Investor status updates and follow up
  • Dinner parties for high performing groups

Benefit from aligning with us