Download Praktykbestuur - Signature Wealth

Signature Wealth
ADVISOR – VALUE PROPOSITION
The Questions?
 Are you tired of bearing the weight of the ever increasing costs of
compliance?
 Are you tired of being tied down by overwhelming compliance
administration requirements?
 Would you like to run your business without having to worry about the
cost of infrastructure?
 Would you like someone else to assist you with marketing campaigns,
branding and positioning you within your specific target market?
The Questions?
 Do you feel that you are stuck in a rut and are struggling to
break out to achieve new heights?
 Do you feel the need to become part of a successful team
while at the same time running your practice
“independently”?
 Would you like access to a team of highly qualified and
experienced specialists who can assist you to achieve your
full potential?
 Would you like to be comprehensively branded as a specialist
in your niche market?
If you have answered yes to one or more of these questions, we should discuss
the opportunity that Signature Wealth has to offer.
We cannot ……….
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Make appointments for you
Prospect for you
Do the analysis on your behalf
Write the business on your behalf
BUT
We can ………..
Offer you the opportunity to become a part of a team of specialists headed up
by team leader, Carl van Vuuren, who has 23 years’ experience as a successful
financial advisor and is currently one of the top performing advisors within the
Old Mutual Agency Franchise Division, and most importantly, who understands
the needs of top-performers.
At Signature Wealth the success of our advisors is our number one priority.
We take care of the “hassle” while our advisors are freed up to focus on what
they do best, marketing, prospecting and assisting clients with their financial
planning strategies while earning a large income in the process.
Our Extented Value Proposition
A. INFRASTRUCTURE AND SUPPORT:
 We provide a professional environment that is conducive to achieving
great success.
 We provide furnished office accommodation for the advisors and their
assistants. Alternatively, for those who prefer to operate from their
own offices, we provide a “remote office incentive” that provides
financial support and allows these advisors to link into our support
structures remotely.
 We provide the convenience of a new business department that will
handle all submissions, underwriting requirements and arranging
medicals on behalf of the advisor. Making use of this department is
optional.
Our Extented Value Proposition
A. INFRASTRUCTURE AND SUPPORT:
 We provide the convenience of a client care department focussed upon
client satisfaction and client retention. Making use of this department is
optional.
 We continuously develop and implement unique processes and
strategies to create and maintain the Signature Wealth “WOW
FACTOR”.
 We offer access, via Old Mutual, to analysis tools (currently Spotlight),
access to Astute, full compliance processes and audits and Professional
Indemnity insurance. All at no cost to the advisor.
 We offer “independence” backed by the “largest”
Our Extented Value Proposition
B. MARKETING AND BRANDING:
 For each advisor we provide professional business and personal
branding, i.e. websites (including a personal page), Facebook pages,
LinkedIn profiles, Twitter, personal marketing brochures, etc. A leading
marketing company is contracted to continuously expand and improve
the Signature Wealth branding.
 The integration and application of social media will form an important
part of the branding and marketing strategies.
 We host marketing events such as business breakfasts, focussed upon
“educational and value-added” marketing principles, to which the
advisors may invite clients and prospects.
Our Extented Value Proposition
B. MARKETING AND BRANDING:
 We provide ongoing marketing campaigns online, in
newspapers, magazines, and potentially on radio shows, to
create brand awareness for Signature Wealth and the individual
advisors, within our target market.
 These strategies will be designed by two of the country’s leading
marketing and communications strategists.
 We assist with the creation of strategic alliances.
Our Extented Value Proposition
C. PERSONAL DEVELOPMENT
 We provide access to advanced training and courses.
 We provide training wherever the need may arise.
 We provide strategic coaching in terms of practice management and
marketing strategies.
 We provide access to business growth and personal development
workshops through our business networks.
 All advisors will have the opportunity of participating in a “Double Your
Sales” programme that will run over a 12 month period.
Our Extented Value Proposition
D. OTHER:
 We offer access to a wide range of products, including Old Mutual,
Sanlam, Altrisk and PPS products.
 We offer an extremely competitive commission structure.
 We offer participation in the following incentive programmes …..
 Old Mutual - Offshore conventions, onshore conventions, mid-year
competition and prestigious quarterly dinners
 Signature Wealth - Monthly, quarterly, half-yearly and annual
internal competitions.
Our Extented Value Proposition
Our goal is to assist all advisors to increase their annual income by 100% or
more, within 24 months of joining Signature Wealth, no matter how much
their current income may be.
The
Signature Wealth
Mission:
To establish a team of highly qualified and successful specialist financial
advisors, of whom the overall average earnings is the highest within the Old
Mutual Agency Franchise Division.
The
Signature Wealth
Vision:
Through our service, advice, branding and positioning, Signature Wealth will
become known as the specialists of choice within the SME and affluent
individual market.
Contact:
Carl van Vuuren
Tel: 021 872 0663 / 083 227 9939 or email: [email protected]
Why join an Old Mutual Agency Franchise?
The challenge:
There’s a catch 22 that some experienced intermediaries face at the height
of their careers:
whether to brave it alone or continue working for one of the big financial
services companies.
Extensive industry and product knowledge and a good client base will give
you a sound basis for starting your own business, but you are equally aware
of the difficulties that start-ups face and the risks that could bring your
dreams crashing down. It’s an agonising risk and reward decision.
There is a third option that enables entrepreneurial intermediaries to be
their own boss and reap the rewards of running their own business, while
mitigating some of the risk – Franchising
Why join an Old Mutual Agency Franchise?
• Do you want to grow your own practice without being confined by
corporate limitations? Or
• Are you an independent financial adviser that is feeling the pinch of
running your own business? or
• Do you want to spend your time doing what you do best, financial
planning and let somebody else take care of the office infrastructure,
technology and other things that are time consuming and admin
intensive?
Why join an Old Mutual Agency Franchise?
Benefits offered:
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Ongoing training and business support.
Financial Planning and Advice tools.
Operating under the Old Mutual Financial Service Provider License.
Competitive and comprehensive product range.
Compliance support.
Marketing and sales support.
Office infrastructure or own office allowance (provided by the franchise)
Incentive programmes such as offshore and onshore conventions, midyear competitions, and quarterly dinners.