Whether you are a new Independent Financial Advisor or a veteran in the industry, differentiating yourself from the competition is integral to take your business model to the next level. Clients are drawn to innovation and newness, and joining AIP’s Referral Partner Program offers just that.
As a new advisor, most of your success relies on whether you are referable. That’s where partnering with AIP Asset Management becomes beneficial to your business model. With a wider range of services available, clients are more likely stay with you and refer others to you. As a Referral Partner, you gain access to an institutional-grade Portfolio Manager who is licensed to offer all types of securities products. AIP also manages smaller client accounts and operates on an innovative flex fee program.
Our Referral Partner Program is ideal for Financial Advisors who want greater independence and more opportunities to create multiple recurring revenue streams for themselves.
Financial Advisors who work with AIP build their business around the “Big Picture” – they discuss the full spectrum of financial services with their clients and will often outsource those services when necessary. Wouldn’t you choose to offer your clients more services at an institutional-quality level without spending additional time out of your busy day?
Through partnering with AIP, you gain access to a wider spectrum of financial services, forge stronger client relationships, diversify your income and most importantly, the value of your business grows exponentially to ensure an ideal succession plan and retirement.
Give us a call at 416 601 0808 to discuss how we can help you with your business.