To further help advisers enter the wealth market we have more tools and resources including case studies. The content is developed by authors that have run their own wealth practices passing on their experience to you.

 

Central to the practice development strategy is the role of the lead adviser in bringing about a wealth solution. The lead adviser (you) is focused on a relational role with the client, earning their trust by delivering superior outcomes. You do not need to be qualified on all the areas of advice needed but be in a position to introduce the right adviser with the right service at the right time. In most instances you will concentrate on your area of expertise but be able to have a general knowledge conversation with the client about the referral service they may require.

 

It also important that your team is developed to give you the support needed to free you up to manage the wealth advice process. Specific training on WES is required for this role.

 

Click to view tools and resources to develop and maintain a healthy practice.