Enhancing Broker Success: How Benetrends’ Resources Make a Difference

Post Date: June 27, 2024
enhance broker success with Benetrend's resources

In today’s competitive market, franchise consultants and brokers need every advantage to stand out and provide top-notch service to their clients. Benetrends Financial offers a suite of resources designed to help brokers enhance their business, boost their professional image, and deliver valuable information to clients. Let’s explore how these resources can make a significant difference in your success.

Co-Branded Materials: Elevate Your Professional Image

  • Quick Snapshot Sheets: Benetrends provides concise snapshot sheets that offer a quick overview of various funding options. These sheets are perfect for brokers to share with clients who need a fast, easy-to-understand summary of their choices.
  • Detailed Funding Booklet: Our comprehensive 20+ page funding booklet dives deep into various funding options, including those not directly offered by Benetrends like home equity lines of credit (HELOCs). This booklet can be co-branded with your logo and contact information, enhancing your professional appearance and credibility.

Funding Calculations: Accurate and Efficient

Benetrends offers powerful tools to help you calculate funding requirements and strategies for your clients. These tools ensure that your clients receive the most suitable combination of funding options to meet their goals, enhancing your service’s value and accuracy.

Webinars: Stay Informed and Ahead of Trends

  • Large-Scale Webinars: We conduct larger webinars for consulting groups, providing opportunities to learn about general funding strategies and market updates. These sessions cover recent changes in market conditions and economic climate, keeping you informed and ahead of trends.
  • Tailored Webinars: Our tailored webinars address specific needs and interests, covering specialized topics like multi-unit funding. These sessions help you understand complex funding strategies and apply them effectively in your business endeavors.

Custom Landing Pages: Capture and Manage Leads

  • Website Integration: Benetrends can create beautifully branded funding pages for your website. These pages seamlessly integrate with your site’s colors and design, offering clients a cohesive and professional experience.
  • Lead Capture Tool: Our landing pages include a calculator tool that captures visitor contact information, acting as an extra lead generation mechanism. We notify you about new leads and discuss appropriate follow-up actions to maximize client engagement.

Lead Management and Follow-Up: Seamless and Effective

When contact information is captured through our landing page calculator, we notify you about new leads and discuss follow-up actions. We can verify if the leads are your clients and initiate funding conversations if desired, ensuring a smooth and efficient process.

Referral Partnership Program: Financial Incentives

For every client referred to Benetrends who engages in our ROBS (Rollovers as Business Startups) program, we offer a referral fee. The structure is as follows:

  • $1,000 for the first client
  • $1,000 for the second client
  • $2,000 for the third client

This cycle repeats, providing ongoing financial incentives for brokers to refer clients to Benetrends.

Positive Feedback: Proven Success

  • Elevated Professional Appearance: Brokers have reported that co-branded materials significantly enhance their professional image. Customized resources with your logo and contact information make you look more credible and polished.
  • Enhanced Client Engagement: Our dedicated website pages allow clients to download information about funding options easily. Brokers have noted that clients appreciate this easy access, which helps them feel more informed and confident.
  • Popular Funding Calculator: The funding calculator on our co-branded websites is a standout tool. Clients can input their information and receive instant feedback on potential funding options, providing a preliminary understanding before an in-depth conversation.


Benetrends’ resources provide a comprehensive support system and are designed to help brokers succeed. From co-branded materials and funding calculators to webinars and custom landing pages, these tools enhance your professional image, improve client engagement, and provide valuable preliminary information. By partnering with Benetrends, you can offer exceptional service while growing your business.

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