Transitioning to Securitor

Fee-for-advice reform - making the transition

 

The proposed reform agenda will mean significant changes to the financial advice industry, including a fundamental shift in how you charge for your advice.

While the process of moving to a fee-for-advice structure may seem overwhelming, with the right support it can in fact be relatively simple – while also presenting a great business opportunity.

Securitor’s tailored approach to business transition can provide you with a pathway for you and your business to thrive in a changing environment.

We partner with you to develop and implement a step-by-step plan to help you transition your business to fee-for-advice. We’ll make it a straight-forward process and help you embed it into the day-to-day operation of your practice.

Four steps to a successful transition

Securitor’s Fee-for-advice Transition Model has four steps that can help you efficiently and effectively transition your business, with guidance and support.

At each step of the process we partner with you to help you find the best approach for your business, people and clients.

1. Current situation – together we will look at and understand the issues and opportunities your business faces
2. Diagnostic and gap analysis – we will look at core elements that help identify the right business model for you
3. Model and approach – together we will agree on a plan based on analysis of your current business status. Securitor will then document the action plan for your practice
4. Implementation and review – we will partner with you to implement and deliver your business plan. We will support you in managing the ongoing change effectively

The Securitor difference is our ability to tailor the right approach to your business. Working with us gives you access to your own local and experienced Practice Development Manager with a proven track record of helping advisers build profitable and sustainable businesses. You’ll also be part of the Securitor community of like-minded advisers.