We think that we’ve built a great licensee and home for advisers. But we would say that.
Advisers choose licensees for a variety of reasons, often more than one. This book outlines a long list of reasons that in aggregate we think are great reasons to join us at Wealth Today.
Our respect for advisers is founded on the fact that all our key, people know exactly what it’s like to sit with clients every day.
We know what’s involved in creating, presenting, and implementing advice. We understand the challenges of building and maintaining a practice, and in turn the importance of maintaining and managing client relationships.
Fundamentally we approach the entire business with advisers and their client relationships at the centre of what we do.