AUSTRALIA’S LARGEST ACCOUNTING CENTRIC DEALER GROUP
Quiet achievers….we don’t believe in too much fanfare, but we do have conviction in the convergence of accountant and financial services.
You bring the vision we’ll show you the process.
Allow us to introduce a Financial Planning Dealer Group to you that is specifically designed to service accounting firms. Incorporating one of Australia's largest national training business for accounting firms, over 400 Limited Authority Accountants and market leading client engagement tools.
Advisers looking for an accelerated growth path working with the Accounting fraternity now is the time to act. We have developed sophisticated proven engagement tools for Financial Advisers to work with their clients in conjunction with clients of an accountant business partner.
Strong in the belief financial services are best delivered in tandem, the tools along with market best practice coaching and relationship management techniques offer the greatest springboard for success currently available in the market to bring about convergence of Accounting and Financial services.
There are a limited number of opportunities still available across metropolitan and regional areas in Australia. If you represent professional advice and have the capability and ambition to grow a 4-5 Adviser firm over the medium term, building quality relationships and servicing clients of accounting firms introduced to you, then we would like to hear from you.
Australia’s Largest Accountant Centric Dealer Group -Contact us for a full brief
· How the model works – Your Own Geographic region
· Introductions to Accountants facilitated
· How to work with Accountants – Coaching and Tools
· How to get Involved
Looking to buy a book? Alternate strategy comparison
OVERVIEW
The underlying business is a national non-aligned financial services firm with deep rooted relationships in the accounting sector built over many years, now seeking quality Advice partners to work with existing accountant relationships, many with limited advice authority.
At its’ core the business is one of Australia's largest national training groups for Accountants with over 2500 firms participating nationally. The business will also assist developing your relationships and activate these by promoting concepts and ideas that we know will work with the accountants’ clients.
As the Financial Adviser you maintain, manage and own your business.
· Distribution through Accountant relationships
· Build a significant advice business
· Provide high quality client advice
· Build trusted relationships with accountants
· Progressive revenue and business growth
· Establish a significant asset
About you
· You are a qualified experienced Adviser and all-rounder
· Work for an institution and want to run your own business
· Or have already commenced your own business
· Are looking for growth opportunities
· Understand the power of distribution
· Enjoy working with accountants
Contact us today for a brief with more details.
Dugald Braithwaite
m: 0414 416611