Superpowers For Financial Practices

Scalable Systems for Growing Financial Practices.

Welcome to Streamline My Brokerage, where we create scalable + profitable systems tailored to your financial practice, empowering you to double your monthly settlements within 4-6 Months. Our solutions save you 10-15 hours per week, so you can work on your business, not in it, with no per-seat pricing.

THIS YEARS CANDIDATES

PACKAGE 1

CAPITAL CONNECT ⚡️

Full A-Z Marketing Buildout (DFY)

Supercharge Your Client Acquisition​

Our solution gives you everything you need to grow your brokerage:​

  • Exclusive Lead Generation: Custom-tailored, high-quality leads delivered straight to your calendar.​

  • Seamless Document Collection: Speed up the process with our dedicated agents.​

  • Clawback Prevention with AI: Keep clients engaged and minimize drop-offs automatically.​

All in one simple, easy-to-use platform.

Elevate Your Team's Sales Performance​

Empower your team to thrive on the phones with our streamlined sales training:​

  • Effective Phone Sales: Learn how to engage prospects and build rapport quickly.​

  • Closing Rate Mastery: Refine your pitch and close more deals with proven strategies.​

  • Objection Handling: Use custom scripts to overcome objections and drive deals forward.​

  • Tailored Training Resources: Access comprehensive sales scripts and modules for consistent results.​

Turn your team into top performers and watch your close rates soar!​

PACKAGE 2

TALENT DRIVER 💫

FULL RECRUITMENT PLACEMENT

(BROKER OR ADMIN)

(ONSHORE OR OFFSHORE)

Streamline Your Hiring Process

We make recruitment simple and efficient for your brokerage:

  • Exclusive Recruit Generation: We source top talent tailored to your specific business needs.

  • Micro-Screening Calls: We assess candidates for experience, ideal salary, personality fit, and any other key criteria.

  • Software Proficiency: Before placement, we ensure recruits are proficient in your software tools, such as Quickli, Connective, MyCRM, etc.

  • Placement & Onboarding: Once screened and trained, recruits are seamlessly integrated into your business.

Our process ensures you get the right talent, ready to perform.

RESULTS

HOW MUCH
WE MADE
OUR CLIENTS

Just some results that are starting to get common around here

$37,000 In Commissions in

first 60 days…

0-3.2 Million In Settlements
Within 90 Days!

$2.46M In Settlements In

The First 90 Days

30% Increase In AUM

Get Ready With
Streamline My Brokerage ⚡️

Cut Costs. Simplify Your Systems. Automate Workflows. Scale Your Financial Practice.

👇

Streamline My Brokerage helps financial
practices implement scalable systems, increase profitability, and reclaim valuable time by automating workflows and optimising efficiency.

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