Are you benefiting from a Holistic Advisory firm?

As we move deeper and deeper into the technological age, financial instruments and calculations become more and more complex. Navigating your way to financial freedom is not as easy as it was for previous generations. Systems are more advanced and more precise because the competition is fierce.

In a similar way to fixing your own car, I remember when I was younger, I was able to tinker with my old 1980’s car with a toolbox containing quite a small number of general tools. Whilst covered in grease, a little time later, my car was fixed and serviced.

However, now, driving a 2000’s model car, or should I say – computer. I couldn’t begin to fix anything except topping up the water or oil. are located in and quite frankly, it’s not a sure-fire way to find the best advisors.

These days, choosing an expert financial advisory team is fast becoming a necessity – that is, if you want great returns, value for money and a growing portfolio. Gone are the days of searching via the cheapest price. Cheap does not equal value, especially when it comes to making the right big-ticket decisions.

If you want quality advice and service, you have to search for it, which can be difficult, time-consuming and tiring. When you’re searching for the right company to work with, make sure you’re prepared to interview them. It’s a good idea to know what questions to ask and have a list of questions ready. Do your research first. Check customer reviews and testimonials. A recommendation from a trusted person who is achieving the results you want to achieve is also helpful.

I’m starting to see a trend towards more and savvier individuals seeking out the services of a Holistic Advisory group. Sometimes they are all internal companies or division, but more often they are a tight and select group of professionals who are experts in their field. Much like a Doctors Medical Centre works.

So, here’s my Top 10 benefits of engaging a Holistic Advisory Group:

1.    One Key Person to coordinate everything. Your key person coordinates the efforts of the whole advisory team who are working for you.

2.    Individual attention and service. As each situation is different, care is taken to fully understand your circumstances.

3.    Everything in one spot. Although not every professional is always in the same office at the same time, you will commonly enjoy meeting every team member at the one location. Often, they can also come to you.

4.    Everyone is beating the same drum. It definitely favorable when everyone is on the same page and moving in the same direction.

5.    Cutting-edge Technology. Because the resources are often shared or consolidated, you will have access to the latest technology and tools for your benefit.

6.    Efficiency & Value. When each team of synchronized and plugged in the same CRM, everyone gets that same information and story. There’s very little duplication therefore time and resource costs can be reduced.

7.    Security. Because the latest systems and software are being utilized, your information security and privacy is greatly protected.

8.    Friendly and collaborative environment. Quite frankly, these teams are much better to work with, they’re usually happier and more fun to be with. Who doesn’t like that?

9.    A team of Experts. This makes for an expert team. Everyone is there to do a particular job in the journey. Your team of experts are working for towards a common cause – You! Everyone is highly experienced in their profession.

10. Results. Because everyone works in unison, efficiently and effectively, the results you achieve can be greater making your experience both fulfilling, cost-effective and of great benefit.

Cocalex Consulting is a service based financial services consulting company. I hold pride in the standard of service and support I provide my clients and business partners. I have an extensive network of professional business partners across all aspects of finance, accounting, and property. My focus is solely on providing you the best solution possible. As such I consult with several Holistic Advisory groups.

If you have any questions or contributions relating to this article, please take the time to comment below and share your thoughts or opinions for the benefit of others reading this. No doubt this topic commands interaction, innovation, and collaboration. The more answers that are delivered, the more questions that will arise.

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About the author:

John Maxwell is the founder and Senior Finance & Business Strategist at Cocalex Holistic Consulting. John has over 17 years' experience in the financial services sector, and has owned and managed 9 mortgage franchises and has developed a background in the holistic financial services realm. He has particular focus and passion for Leadership Training & Development, Writing, Franchise Development, and Business Networking.