Take the Next Step with your Business
The best ideas come from successful practitioners talking to each other.
Matrix has a family culture among advisers and staff. Our best risk management is knowing each other very, very well. Because of this, we can tailor a lot of our responses to advisers’ individual needs.
Advisers share ideas with each other because they know each other and understand that building the value of each individual business rewards all stakeholders. This occurs at our regular PD days and conferences as well as via discussion groups formed with the assistance of Matrix and attended by the advisers.
Particularly in an institution, it can be easy to feel that you are just a “number” to the Licensee and a competitive threat to fellow advisers. You may also miss the support of regular contact with management and other advisers who are willing to share their knowledge and expertise. We encourage prospective members to meet other advisers or attend a conference, and the feedback is that it is so refreshing to see how relaxed and willing Matrix advisers are to share great sales, financial planning and business ideas amongst the group.
Summary of Key Benefits and Dealer Services
- Agreement structured to clarify your ownership of the clients
- Structured and tested transition management
- Choice of software
- Proactive compliance
- Sophisticated online commissions
- Individual business development emphasis
- Tailored practice management and succession planning
- Annual Conferences (Nov PD, Success Forum and Support Staff Conference)
Visit our 'Adviser Opportunities' area to find out more detailed information about why Matrix was formed and what makes us different to other dealer groups.
Also available in this section is more detail on the services we provide our advisers and what has been achieved for our practices over the years.
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