Our Decision Pathway lays out the recommended steps to take when considering joining Truly Independent. We have so many options available to help you become a happier, more successful financial adviser, this guide will help you make a decision, and ensure you have covered everything.
MOTIVATION
After noticing Truly Independent, take the time to make yourself aware of who we are and what we can offer you.
INSPIRATION
Familiarise yourself with us a little more and see why joining could be the right move for you. You’ll have learned from our websites the benefits we can offer; from services to support, to the systems and marketing we have in place.
CONSIDERATION
As your interest in becoming a part of our team continues to grow, now is the time to get a better understanding of your business, your lifestyle and what your options may be to improve these.
DISCOVER
How can we help you to become a happier, more successful financial adviser? This stage is your opportunity to take action and meet with us face-to-face where we can delve deeper into your situation and discuss solutions.
APPLICATION
Applying to join is a simple process.
INDUCTION
Congratulations, you’ve joined! We’ll help to ensure your transition to Truly goes as smoothly as possible and will be with you every step of the way.
HAPPY
You can now become a happier, more successful financial adviser.