How do you help me with operations?
We assist you with several operational aspects of your business. Data integration of your CRM, client reporting system, and others that are vital to the success of your business. We help maintain these systems, manage data integrity, and provide regular training and support for you and your staff. We are in your office weekly to provide support.
How do you help me with the financials of my business?
Think of us as your firm’s CFO. Our mission is to help you run an efficient business where you will see results in your bottom line. We will maintain your company’s books and records. We help negotiate and manage all your vendor contracts and bill pay. We handle all client billing and provide cash flow forecasting and budgeting. We deliver all this information in our streamlined income statement and revenue dashboards.
How will you support my growth initiatives?
As your partner, your growth is our growth. Much of our expertise is from client-facing sales roles. We work with you on building a solid plan for growth, integrate appropriate marketing tactics, and help you do the necessary work week-to-week to meet your goals. We provide the full marketing support needed from creation to implementation.
How will you make a difference in my business?
Our philosophy is simple. Whether you are looking to take your business to the next level or have a better lifestyle, once we understand your vision we focus on developing and refining the processes needed for you to achieve success. We believe our greatest value lies in the current processes we have available to you. They are proven and we have spent many years refining them. Whether it is incorporating more technology, integrating new revenue lines, or creating or enhancing your client experience, we will do the work necessary to achieve your vision.
Do you help me with compliance?
Yes. Compliance is a vital component to your business and we understand the importance of staying compliant in today's world. While we do not act as your compliance officer, we work closely with your internal or outsourced compliance provider. We have several strategic partners that are compliance consultants and if you don't have one, we help you decide on the best fit for you. Then we help you manage the agreed upon compliance processes for your business and work with you and your consultant on an ongoing basis.
As an independent advisor, your payout is determined by your revenues minus expenses. The real benefit of independence is you control nearly all of these factors. We help you build the business you envision and then help you manage your income statement and balance sheet. We deliver back to you in a simple format all the revenues and expenses of your business so you can see in simple terms what your real "payout" to you is. All of our current partners have 68%-75% payouts after all expenses. That's including the cost for Freedom Partners.
LET'S TALK