Our commitment to you:
1. Commitment to Advice and Compliance: Commitment to advice and compliance that adheres to established standards and guidelines, ensuring compliance, accuracy, and strategic alignment to protect both advisors and their clients.
2. Enhance Your Reputation: We will ensure you look professional and successful.
3. Client Relationship Protection: Your client relationships are safe; we will not sideline you.
4. COI Referrals: We safeguard the COI referrals that you bring in.
5. Timely Delivery: Our sales advice will be delivered within the agreed timeframe.
6. Training & Accessibility: We provide ongoing training and are available for support.
7. Trusted Provider Network: Gain access to a vetted network of trusted providers to implement additional client strategies.
Your Commitment to Us
1. Follow our Process: Follow our proven process from the point of sale through ongoing annual service and compliance.
2. Timely Responses: Promptly engage with our team when necessary.
3. Confidentiality: Maintain the confidentiality of GTC’s information and processes.
4. Continual Flow of Referral Clients Annually: Facilitate regular introductions to new clients each year.
5. Training & Willingness: Be open to continuous learning and development