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Connexus : Issue 38
Are you running your own financial planning business? If so, ask yourself these basic questions; 1. Are you FoFA ready? 2. Do you currently offer fee-for-service? 3. Are you comfortable with the associated compliance risks? 4. Do you have access to best practice marketing materials? 5. Do you have practice development specialists to help you with succession planning? 6. Can you afford to take your focus off your core business? 7. Is your business of a scale to be efficient and profitable? If you answered ‘no’ to any of these questions, you need to talk to Bridges. Proud supporter of the mutual industry Bridges has been an active alliance partner of the mutual industry for over 25 years and sponsors many industry events. We work with over 70 mutuals, which is why we understand the challenges you may face. We’ve developed a range of business models to help you build a wealth management business which can be adapted to suit the specific requirements and unique circumstances of any organisation. Does your financial planning partner offer the following? • Access to best practice marketing materials, available in an easy to use marketing toolkit. • An online referral and reporting system. • Ongoing benchmarking support based on similar peer groups. • A suite of staff training options, from induction training through to advanced solutions. • Access to wholesale funding Enhance your wealth management business today. Partner of choice for Australian mutuals Bridges Financial Services Pty Limited ABN 60 003 474 977, ASX Participant, AFSL No 240837 Part of the IOOF group WMA-49460611 Call Jason Kriss, General Manager Alliances and Distribution on 02 9028 1058 to discuss how a partnership with Bridges can help you build a successful wealth management business.