"PRACTICE~LINK"
FOR
FEE ADVISORS & FINANCIAL PLANNERS

“Practice~Link” adds a New, Value-Added Dimension
of Advanced Comprehensive Planning Techniques,
Implementation Strategies, and Fee-Based Insurance Planning.

This Advisory Consultation Service is ONLY available to Network Members!

Changes in our industry are forcing us to face certain realities. (1) Studies validate the fact that an increasing number of people prefer and desire to obtain professional advice on a fee basis. (2) Trends also indicate that an increasing number of advisors are moving to a fee-based practice. (3) The predominate activity in a fee-practice is that of asset management which has evolved into a common environment. (4) Large financial institutions, through mergers and acquisitions, are forming synergistic operations that can provide a multitude of services to the client, making it more difficult for the independent practitioner to compete. (5) Comprehensive and advanced financial planning, including insurance design and placement, has been left to the commission industry. (6) Recent studies show that the best avenue to take for survival will be to bring more value-added services to the table, merge with other professional disciplines, or develop a market niche'.

“Practice~Link” Allows You To Expand Your Practice!!

The Fee Advisors Network can provide a cooperative partnership that will bring planning, development, presentation, and implementation to your practice at a discounted rate and with minimal time expenditure for the acquisition of expertise.

Starting with a telephone conference and practice/clientele profile, we can develop various strategies for integrating a program, which may be one-on-one client analysis/proposals or group client seminars. The choice, pace and approach is always at the discretion of you, the practitioner.

An opportunity for Fee-Based Advisors & Advisors to:

  1. Bring additional value-added, fee-based services to your clients.
  2. Expand your advisory planning image.
  3. Compete in the market by providing unique, comprehensive planning concepts.
  4. Contain the exposure your clients may get through dually licensed insurance advisors.
  5. Provide an alternative choice for life insurance design, acquisition and/or analysis.
  6. Protect your clients against “Sophisticated” planning concepts that are developed to push commission policies.
  7. Have access to associated expertise that is only a phone call away.
  8. Create a “safety net” for Fiduciary responsibility.
  9. Provide your practice with additional cash flow by offering the client a more cost effective policy with a fee-based format.

There is no easier way to slide into this untapped market.

You always control the environment, the process, and the client relationship. You establish your fees, collect the referrals and the accolades. We are the expert that's on staff for you.

Most common question advisors ask:

“Where can you go to get unbiased analysis without the commission mindset?”

Our Members know the answer:

“Practice~Link!!”

Interested?  Call me at our toll-free number (listed below) and find out if this is an opportunity for you.

Joseph W. Maczuga
Executive Director

237 CARTER / TROY / MI / 48098 /  (248) 524-4140 /  Fax (248) 524-0868
Toll Free 1-888-854-0931

www.feeadvisorsnetwork.com

 

 

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