- Info
Professional Partner Solution
True Partnership. Shared risk and shared reward.
Over the years we have successfully worked with both law and accounting professionals to provide solutions for our mutual clients.
We recognize that many law and accounting firms have had mixed experiences with dealing with financial services over the years. Its unfortunate and it doesn’t need to be that way.
Common Complaints
“I referred a client and never heard back from the adviser.”
“I don’t like commissions and soft dollar benefits paid to advisers.”
“Advisers are influenced by commissions – I don’t know the advice is objective.”
“The adviser cut me out of the communication and told the client they were going to be their trusted adviser – but that was my role.”
“Quality of advice lacks rigor and was generic.”
“Too much focus on product.”
“We tried to offer financial services internally but it just didn’t work for us.”
The sad part is we agree with much of this….but we are prepared to do something about it.
|
|
 Professional Partner Strategy Design Solution
We are pleased to present a solution for the law or accounting firm who appreciate the importance of sound financial planning advice. We have designed this solutions with you and your client in mind.
Our Commitments
The client relationship is yours not ours;
Yes we will provide the advice but you are the facilitator – afterall its your clients;
We don’t take commissions, or soft dollars benefits;
All communication with the client you will see;
We can even show you how to generate extra professional revenues and deepen the relationship you have with your clients;
Interested
If you are a looking for a trusted relationship to outsource the specific financial planning needs of your clients then please contact us today by completing the form on this page and we will be in touch to explain how it all works.
Confidence
To give you confidence we have existing law and accounting firms we work with that are happy to validate who we are and what we do.
Contact us today.
“I know of no more encouraging fact than the unquestionable ability of man to elevate his life by a conscious endeavour.” - HENRY DAVID THOREAU
|
