Why Advisors Should Plug Into Our Platform:
- Firm Growth: Grow your firm in ways not possible on your own.
- Attract High-Profile Clients: Gain entry to influential clients that enhance your firm’s success.
- Deepen Client Relationships: Strengthen and solidify your existing client relationships.
- Profitability for Your End Client: Deliver strategies that may increase profitability for your clients.
- Increased Brand Value: Enhance your competitive edge and brand differentiation.
- COI Relationship Building: We provide processes to help you build relationships with Centers of Influence (COIs) through your advisors.
Our Commitment to the Advisor:
- Enhance Your Reputation: We will ensure you look professional and successful.
- Client Relationship Protection: Your client relationships are safe; we will not sideline you.
- COI Referrals: We safeguard the COI referrals that you bring in.
- Timely Delivery: Our sales advice will be delivered within the agreed timeframe.
- Training & Accessibility: We provide ongoing training and are available for support.
Advisor Commitment to GTC:
- Uncompromised Advice: Follow our proven process from the point of sale through ongoing annual service and compliance.
- Timely Responses: Promptly engage with our team when necessary.
- Confidentiality: Maintain the confidentiality of GTC’s information and processes.
- Continual Flow of Referral Clients Annually: Facilitate regular introductions to new clients each year.
- Training & Willingness: Be open to continuous learning and development.
