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Retiring Advisor

As a veteran in the industry, you must be well aware of Client Relationship Model 2 (CRM2) which came into effect December 31, 2015. As a result, many Financial Advisors have chosen to leave the industry. Joining AIP Asset Management’s Referral Program allows you to earn an income stream even after you’ve retired.

You can retire more comfortably as an AIP Referral Partner. Normally, a retiring advisor who sells their book receives a one-time offer of twice the recurring revenue. Through AIP, you’ll receive an ongoing referral fee. Typically, our retired advisors receive as much as 5 times the recurring revenue in 10 years.

AIP’s Referral Partner Program is ideal for retiring Financial Advisors who want greater freedom and opportunities to pursue their hobbies while creating multiple recurring revenue streams for themselves.

Financial Advisors who have been around long enough know that “Big Picture” thinking such as discussing the full spectrum of financial services and having the connections to provide them attracts and retains clients while adding value to their business model. Wouldn’t you choose to offer your clients more services at an institutional-quality level while still having the time to perfect your golf swing?

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 improve your business.

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