Why Us?
What do advisers really want?
To own a business that is efficient, sustainable and profitable with a reputation for quality financial advice and outstanding service. Something they can be proud of!
What are some of the roadblocks stopping them?
- Absence of an efficient ongoing client maintenance system
- Constantly changing industry rules and regulations
- Clients not recognising quality advice
- Not enough time!
How can IAS assist in removing those roadblocks?
- Establishing a complete ongoing client maintenance & reporting system
- Assisting all ongoing communications and reports in meeting with compliance requirements
- Providing high value, high quality reports to their clients
- Allowing the adviser to focus on new business generation!
So who are the advisers that would most benefit?
Advice Businesses that are:
- Looking to implement an efficient client maintenance system
- Seeking solutions that will ensure ongoing compliance
- Striving to provide better value to clients
- Wanting to grow their business – increase profits!
