ADVISER'S CHOICE
We’re changing the way financial intermediaries work
Is this you?
- The changing trend in the Wealth Management Landscape, how do I equip myself and be competent to serve my client better?
- I have done my CFP/RFP and still have no idea how to start practice.
- I have not started my CFP/RFP yet. How can I start practicing in Wealth Management industry and increase my current income?
- I don’t wish to be left behind by this Wealth Management Wave. How do I go about it?
- Currently, I’m a tied intermediary with a principle company that markets Financial Products. How do I upgrade myself in a advisory role without sacrificing my license and my principles?
- I’m now a multi product supplier of many financial products. How do I upgrade myself to an advisory role and start charging Fees?
Whether you are an existing financial intermediary or about to look for one and are having the above concerns, we have the answers.
What’s more, A.D. provides you with a choice of payouts. Our powerful array of products and advisory services together with resources can help you build your business YOUR WAY.
Every adviser is different in his/her own way. That's why A.D. offers you choices the way you want.
Fee Based Advisory
A Fee model helps ensure only serious, good-quality advisers like you are there in the intermediary market. At A.D. we help intermediaries create some amount of differentiation in an otherwise highly competitive intermediary market. Our unique selling proposition of Family Office and Business Succession Planning services offers great opportunities to aspiring advisers like youself.
A.D.’s Fee structures are based on:
- Hourly fee for advisory practice
- Fixed annual retainer
- Percent of client assets managed per annum.
- Turnkey fee solely for advice given
- Profit sharing based on performance
Fee Based with Commission
A hybrid compensation model for a more competent adviser like yourself. The ability to be able to provide competent advice and identify the right and cost effective financial product to clients are key to this compensation model.
At A.D. we understand the ever changing market and regulations.
- The need for advice to build long term saving;
- The need to improve client satisfaction,
- Potential repeat business from satisfied clients,
- Predictable income & profit;
- Surviving periods of market downturn.
These are some reasons for this transition from Commission to Fee Based.
Commission Based Product
At A.D., being one of the pioneer firms in the Wealth Management industry, we understand the industry well. A commission-based adviser's income is earned entirely on the financial products he/she sells. At A.D. we have onshore and offshore financial products for commission-based advisers like you to transact your business on an independent basis according to your clients’ objectives and situation.
At A.D., our product ranges from financial products to estate planning products covering almost close to 25 product providers.
Referral Service
At A.D., we respect the small steps you are taking. We treat every referral business being referred to us as though it is our own. We truly understand the cost of client acquisition and we honour it with the utmost integrity.
Having a choice of either outright referral or an assisted referral model, A.D. knows exactly how much time and effort you have put in. The compensation structure shall reflect accordingly, based on the customary referral model in the industry.
JOIN US
Contact us for more information, after all it’s your business… in your OWN WAY.
