What We Do
In addition to standard dealer services like licensing and compliance, research, brokerage and remuneration, and continuous professional development, we also provide:
- Strategic Advice Framework
- Technical services
- Paraplanning
- Practice development
- Succession planning
- Technology and digital capability
- Transition management and onboarding
- Potential referrals from our business partners
- Thought leadership
- Active lobbying to promote sensible reforms for advisers
- Marketing support
Furthermore, we leverage our scale to negotiate improved service level agreements and sharper rates from PI insurers and other product and service providers.