Financial Advisers Dealer Group is a team of financial advisers who have years of experience in delivering various financial services. The dealer group was created to empower financial services providers by making them authorized AFSL representatives and providing them with complex support and protection.
If you a financial planner, adviser, accountant, or insurance agent who does not have a clear understanding of how to develop your business practice, join our dealer group. We will analyze your current situation, find out where you would want to get and then offer you a detailed solution. When you become our partner, we will provide you with innovative resources and tools that will help you reach your goals and never feel frustrated running your financial practice. We are always here to help our partners in reaching their business goals and maintaining compliance at all times.
- Professional advising. When you become a part of the Financial Advisers Dealer Group, you can always rely on our advisors' support. We will help you set up your business and guide you as you develop it. Unparalleled peer support and expert advice will always be available to you.
- Compliance. We will closely work with you to make sure that your practice complies with all standard regulations and laws related to businesses offering financial services. However, we won't annoy you with various audits because all reporting will be done automatically and submitted to a shared could environment.
- Technical support. To manage your data, control your business operations, track time, and get access to our knowledge center, you will be provided with the special software. It will simplify your work and keep you aware of all your business operations and news of the dealer group. You will also be provided with free SMSF and Trust setups, practice templates, and guides.
- Marketing tools. Based on the specifics of your services, we will develop a marketing strategy for you. You will also be offered a website which features technical manuals, weekly newsletters, and a blog. It is important to us to make sure that you are equipped to work with confidence supported by our marketing experts.
- Authorized representative status
- Advisers can keep 100% of their commissions/revenue
- Practice templates
- Website and social marketing integration
- Access to management software
- Professional indemnity cover
- Financial and technical consultancy
- Branded marketing materials (flyers, brochures, posters, etc.)
1. We work with your needs in mind
Our team is dedicated to helping you build a strong and profitable business. For this reason, we will create a marketing plan and development strategy based on your business needs, objectives, and preferences. We are interested in building your brand, not ours.
2. Come and go as you please
We won't keep you as our prisoners. Our aim is to build up open and trustworthy relationships with our partners. You are welcome to become a part of our dealer group, but if for any reason you decide to leave, we won't hold you.
3. Fixed membership fees
We set a fixed membership fee for everyone to have equal opportunities. We don't play favorites, that's why you won't hear about any secret deals or hidden fees. By becoming our partner, you will get full access to all our services.
4. Collaborative community
All our partners can count on expert advice and peer support. We will not tell you what to do. Instead, we will assist and guide you in your practice. When things change, we will explain why and how to make them work.
5. Innovative strategies and tools
In our practice, we use innovative business and marketing strategies to provide quality service. Our technical solutions ensure that you have access to all the necessary policies, supportive tools, templates, and documents to practice with confidence.
6. Professional development
We will offer professional development programs to keep you updated on all the changes and innovations in the finance sector. Our team strives to stay on top of the trends to make sure you are ahead of the curve.
The Financial Advisers Dealer Group also offers additional for-fee services. If you need to get extra knowledge in financial planning, taxation, risk management to improve your services, talk to us. We will offer you relevant training to meet your specific needs. In case you want to develop custom manuals and guides for your clients, we can provide you with writing services. But again, we never impose anything. We recommend products and services to aid your financial services business.
Contact us today to explore your options. Talk to us to see if we are a good fit for you, your business, and your clients.
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