Will your current business model still work in 5 or 10 years? Many financial advisers start their careers with a firm that seems like a great fit—only to realise later that its structure isn’t built for long-term success. Whether it’s limited succession planning, outdated technology, or a lack of flexibility, these issues can prevent you from growing and securing your future. Ask yourself these questions:
- Are you unable to measure your business efficiency and seek improvements on a regular basis?
- Do some of your clients ask for an explanation, meaning, or clarity of your company brand or name?
- Do you have limited time to invest in your own ongoing training and personal development?
- Is your business failing to provide you with the freedom and lifestyle choice you feel you deserve?
- Are you restricted to a specific platform for ISA and SIPP business?
- Is your business structure rigid and unable to adapt to changing market conditions?
- Does your current business structure limit your ability to scale or accommodate growth and expansion?
If you’ve answered “yes” to any of these, it may be time to reconsider your current firm. At Truly Independent, we provide the tools, structure, and support to help you overcome these challenges and build a future-proof business.
A Business Model Built for the Future
At Truly Independent, we provide a business model specifically designed to overcome the challenges that often hold advisers back.
- Whole-of-market access – No platform restrictions—recommend the best solutions for your clients with complete independence.
- Strong brand identity & marketing support – A recognised, respected brand with professional marketing assistance to help you attract and retain clients.
- A clear succession plan – Secure your long-term future with our unique 4X4 succession strategy.
- Uncapped earnings potential – Earn what you deserve with transparent payment structures.
- Cutting-edge technology – Stay ahead with tools designed to improve efficiency and client engagement.
- Ongoing training and development – Access CPD-accredited learning and compliance support.
- Scalable framework for growth – Expand your business at your own pace with no unnecessary restrictions.
Pick Your Rate – Control Your Financial Future
Considering a change but concerned about the transition? At Truly Independent, we have a structured process in place to ensure a seamless and efficient move. We understand that moving to a new firm is a big decision, so we’ve designed a system that makes the transition as seamless as possible. Normally, a new joiner starts with a flat payment rate of 70% in their first year, but with Pick Your Rate, we put the control in your hands. You have the freedom to choose a payment rate that works best for your goals, ranging between 70% and 90% for your first year.
To help you make the best decision, we’ve created a Payment Rate Calculator, which gives you a recommended rate based on your specific circumstances. This tool ensures that you can make an informed decision that aligns with both your short-term needs and long-term goals.
At Truly Independent, we believe that rewarding your hard work should be a priority, not an afterthought. With Pick Your Rate, you can maximise your earnings from day one, while having the flexibility to scale your business at your own pace. There are no caps on your earnings, so the more business you bring in, the better your payment split becomes—giving you the potential to earn even more as you grow.
Take control of your financial future and choose a payment rate that supports your business goals. With Truly Independent, the choice is yours.
