Practice Management
Signature Service Account
A unique fee-based platform
In recent years, the ability to provide fee-based investment accounts has shifted rapidly from a competitive advantage to a competitive necessity. Clients in general — and particularly the large cohort of boomers approaching retirement — are more likely to expect you to provide financial advice along with financial services. In addition, demand for management-fee transparency is increasing and will continue to grow.
Introducing our unique fee-based platform – Signature Service Account. As a GP Wealth advisor, you’ll be able to leverage the many powerful features of Signature Service Account to deliver top-notch fee-based service to your clients. This will greatly enhance your ability to respond to the new market realities and expand your business moving forward. In fact, we believe that fee-based advice will soon become the predominant advisor service model.
Advisor benefits
Fee-based pricing is a significant advantage for advisors because it helps them increase their assets under administration and serve the needs of wealthier clients more effectively. Fee-based platforms also encourage “family” account management, allowing advisors to better position themselves for generational investment planning and retention of assets.
Here are a few key benefits of fee-based service:
Introducing clients to fee for service
We can help you develop a business plan to introduce your clients to fee-based planning and transition them to a Signature Service Account.
We also offer marketing support to help you promote your fee-based service. The marketing materials available to you include the following:
PETER EVENSON
VP Business Development
Succession Planning for Financial Advisors
Learn How to Maximize
the Value of Your Practice
One of the biggest challenges you will face as an advisor is planning and executing your business succession. There's a lot you need to know before starting your succession plan, and we cover the topic from A to Z in this complimentary eBook. You'll also learn about our Guaranteed Succession Program, which ensures the sale of your practice at a competitive price. As part of this innovative service, we'll work with you to systematize your business processes, which will increase the value of your practice, and assist in the ownership transition, so the transfer goes smoothly for all concerned — you, the buyer and your clients.
