Clearly Collaborative

Clear Mountain establishes referral agreements with professionals from the mortgage, real estate, accounting and tax fields. These agreements can be used to better serve your Client base with value-add services and advice, and trigger a stream of referral income on all business generated. 

Clear Mountain can provide financial strategy presentations at your office - tailored for agents or clients. These events help increase sales by generating interest and establishing credibility. Once a referral agreement is in place, Clear Mountain will partner with you to roll out information about leading financial strategies and how to approach contacts with this information. 

If you are a financial professional working within a compliance and regulatory framework that allows for split commissions / referral fee agreements, and want to diversify the income streams in your practice - you are a candidate. Contact us to arrange a meeting to qualify how we can add value to your business.