GMO Funding Corporation

Professional Referral

Home > Professional Referral

REFERRAL PARTNER

The PPLC Financial Professional Referral Network offers CPAs, attorneys, and other professionals the opportunity to partner with PPLC advisors to offer clients a comprehensive multi-loan consultation.

Clients today are looking for trusted professionals who can work together to help them pursue their short- and long-term financial goals. By partnering, professionals and advisors can share expertise and create one strategic plan that meets each client’s needs. In addition, these strategic alliances can provide participants with networking and compensation opportunities while adding long-term value to their businesses.

Client Benefits
  • Access to a full range of multi-loan strategies
  • Confidence in knowing their trusted professionals is working together to pursue the client’s goals.
  • Convenience, as they don’t have to be the mediator between professionals.

Professionals’ Benefits
  • A new revenue stream.
  • The ability to provide clients with a holistic experience.
  • Potential for a co-referral relationship where the advisor also refers clients back to the professional

inner-page-F

Name
Max. file size: 128 MB.
How the Program Works

Professionals affiliate with PPLC and refer clients to the advisor in return for shared compensation.

There are two ways professionals can affiliate:

  • Limited Securities Professional: This option is for professionals who are securities licensed and want to share in brokerage and/or advisory business and prefer to be more active in the client relationship.
  • Promoter Professional: This option is for CPAs, attorneys, and other professionals who want to simply refer a client to a financial advisor in return for compensation. Professionals will be compensated for any new clients whom we broker and maintain PPLC real estate investment accounts with PPLC’s broker network.
Get Started Today

To get started, follow the steps below, based on your preferred affiliation option.

Limited Securities Professional – Simply complete once the form has been submitted, a PPLC Onboarding Consultant will contact you to complete the process.

Promoter Professional – Contact the PPLC with whom you’d like to partner, go to the website, and complete the online boarding page and you can start referring clients to (PPLC) GMO Funding Corporation. Simply go to promiselandcapital.com to complete the form compensation.

HAVE A REFERRAL?

There’s much to see here. So, take your time, look around, and if you have a referral click the button and fill out the form for your referral. We hope you enjoy our site and take a moment to decide how we could assist your business. 

To refer click “Refer Today” to get started.

REFER TODAY