"We have experienced great growth in our company since beginning our alliance with Five Rings Financial, both financially and personally. We have a long background in the mortgage industry, but, it was clear to us that we needed to expand what we offered to our clients. Realizing that a mortgage was just one piece of a prospect's financial plan, we sought to find a financial products marketing company that 1) we could trust and 2) shared our vision of utilizing a mortgage as a planning tool. At the same time, Five Rings was seeking to add an in-house mortgage broker to their model. Our ability to assist the Five Rings agent with mortgage advice and in turn, be able to call upon the specific field specialist in Five Rings to assist us with our clients financial products needs, created a win-win model for our representatives and clients."
Creating The Best Business Model…
The Five Rings Model is unique to the financial industry, in that, a comprehensive product line is offered to the public through a large group of general agents, surrounded by a team of experience profession experts in specialized fields. Today's consumer is more educated and more aware of their personal needs then ever in history. They are certainly wise enough understand that no one agent can be an expert in all areas of financial planning. Providing specialists in discipline gives the Five Rings agent a distinct advantage in being able to bring these specialists and their resources to our clients. By working in a cooperative, team effort the results for our clients mirror a medical practice where the public is served by a large team of general practitioners, surrounded by specialists. In either case, the clients' best interests are met and problems are solved. With this model of the one-stop-shop, our agents are able to place many financial products into each household, becoming their "advisor" rather than just a "sales rep," and provide our clients with the one commodity they treasure the most...time.