Benefits for Financial Planning Firms
Access, alignment, screening and review
- Not limited to a particular financial planning group, sector or association
- Comprehensive due diligence and selection process
- Thorough suitability and eligibility assessment
- Formal on-boarding protocols
- Ongoing advice quality reviews, monitoring and accountability
- Qualified and quality checked referrals to address a specific need for personal financial advice (NOT a cold calling lead generation service)
Organised and structured with purpose-built technology
- Cloud-based platform with all the tools and technology
- An integrated and centralised operating system
- Expert service coordination, management, referral allocation and resource support capability
- Features to measure and assess the qualitative and quantitative service outcomes
- A User Guide with simple instructions and diagrams
Consolidated administration, reporting and surveys
- Allows you to administer referrals, communicate, record and report on the critical service information in a professional, integrated and consolidated format for your operational staff and management representatives
- Utilise the platform for member, client and staff representative surveys
Demand, activity, relationships and growth
- Provides new client service opportunities and an extended referral network
- Increases service demand and activity
- Builds reciprocal referral relationships
- Increases your commercial relationship network
- Enhances the awareness of your professional service and capability
- Supports the development, growth and prosperity of your business
Scale, efficiency and reduced costs
- Provides guaranteed economies of scale and operational efficiencies
- Reduces administration and service costs
- Provides guaranteed cost savings
Brand, credibility and reputation
- Participation in a recognised professional service to enhance your brand, credibility and reputation
- Provides an opportunity to showcase the true value and integrity of your service through your professional conduct