What We Offer: Advisor-Focused Resources
You have a vision for the practice you’re building, and you’re working hard to achieve it.
Equity and Succession Planning
But have you thought about how to make your business more valuable or what will happen to your clients when you retire? Do you have the support you need to thoroughly develop and implement a succession plan? Building a successful practice today and planning with a successor will help ensure your clients are well cared for, now and in the future.
Build4Success will help you value, preserve, grow and realize the business value you’ve created, while ensuring your clients continue to receive the service they deserve.
Step 1: Determine your business value using our unique third-party investment, advisory, and insurance-based valuation model that considers intangible assets such as deep client relationships.
Step 2: Preserve your business value and your client relationships through short-term continuity arrangements as well as a long-term succession plan.
Step 3: Grow your business including resources to help identify acquisition opportunities, plus get assistance with structuring and financing a transaction.
Step 4: Realize your business value by selling your business to an existing protégé or associate, and get assistance with transitioning your practice.
The focus of our nationally recognized marketing program is to provide you with personalized strategies to grow your business. Our support includes an annual Business Plan, a variety of lead generation programs, target marketing training and support services, client acquisition and referral strategies, and client cultivation initiatives.
Our Practice Management Program is designed to help you manage and grow your business by driving efficiencies and targeting the right clients for your services.
For a practice to be at its best, it is essential that the right people are doing the right things at the right time. We will help you develop a team to support you and your clients’ day-to-day needs so you can focus on building your business.
Successful advisors tend to have well-defined processes in place, enabling them to better manage their time. They set time aside to work on, not just in, their practice. We will help you organize and refine your processes and develop efficient, reliable business practices.
The impact of using the appropriate technology in your practice cannot be overstated. It can give you and your clients the ability to work together from anywhere in the world, at any time. It can reduce or eliminate unnecessary mistakes and missed opportunities. It can also help streamline your practice. Our program can assist you in choosing and implementing the right technology to optimize your practice and improve the client experience.
Our program covers a wide variety of issues that a modern financial practice faces:
- Firm Value Proposition
- People Management
- Pricing of Services
- Client Segmentation
- Referral Strategy
- Succession Planning
The Practice Management Program has two levels of participation, so you can choose the one that works best for you:
One-On-One Coaching—This is the most hands-on option. It is designed around a step-by-step program, guided by one of Royal Alliance’s practice management consultants.
- Do-It-Yourself—This option provides some of the resources of the one-on-one track, but without the interactive guidance from a practice management consultant or some of the other interactive features, such as periodic assessments or subject matter study groups.
Our Sales Consulting Team is dedicated to helping you navigate our open product platform by offering product agnostic sales support. The team is cross-trained on all product lines with each sales consultant focusing on a particular area. Whether it’s case consultation or helping you grow your business, the Sales Consulting Team takes a proactive approach to sharing sales ideas and best practices with you.
We know how much you rely on technology to manage data and move your business forward while staying focused on meeting the needs of your clients. That’s why technology is such a primary focus for us. From mobile apps to e-signature to integrated business systems, you’ll find that our technology solutions not only support a full range of business models, but also integrate seamlessly with your practice.
Additionally, our state-of-the-art technology platform allows you to utilize a wide range of proprietary systems and leading industry software, including:
Our electronic fact finder enables you to collect client information online and integrates seamlessly with our needs analysis and account opening software.
Our proprietary business system allows you to view, process, and manage all your registered business online, aggregate client data, provide consolidated reports, and get business on the books faster while allowing you to stay focused on providing the highest level of customer service to your clients.
In today’s increasingly complex regulatory environment, Independence Financial Partner’s and Royal Alliance's compliance and supervision teams are proactive in helping to preserve your brand while you focus on working with your clients. Our support structure allows you to utilize a combination of local and national industry, legal, and compliance experts who understand your business and will work with you to help preserve what you’ve built for your clients.