The following is an extract from Truly Independent CEO, Andrew Goodwins, “The Happy Financial Adviser” best selling book.
It is important to understand that support, like service, involves two separate considerations: The support you need to maintain:
- An efficient business and your own development
- The support you give to your clients to achieve their goals
Whatever business model you run, multi-adviser or sole trader you will need support from people who understand your business well and can take the stress away so you can focus most of your time on your clients and not on regulatory or industry generic administration. Equally, you need to ensure you have a working life that involves support from family and friends, business peers and mentors.
Your clients expect you to be their primary source of contact, to be on hand when you are needed and able to quickly respond to their needs. To achieve this, you must focus on delegating your non-client-specific business to staff and in doing so, they are supporting you. Our firm is set up specifically to support financial advisers in this role. Providing dedicated support to manage regulatory requirements and core business functions, so you can focus more on your clients and less on administrative tasks.
For self-employed advisers, having the right support is essential to building a thriving business. We understand that it’s not just about systems—it’s about knowing there’s someone you can turn to whenever you need help.
That’s why we created the Action Team Helpdesk—a dedicated support line where advisers can get quick, reliable answers to whatever challenges they face. Whether it’s guidance on using systems, advice queries, fee questions, or case checking, we’re here to help.
Our goal is simple: to make sure advisers feel supported, empowered, and free to focus on what matters most—serving their clients.
Now, to give you even more control over your business, we’ve introduced Pick Your Rate—a unique payment structure that allows you to choose how you want to earn. You can select a rate between 70% and 90%*, depending on what fits your business goals. If you’re just starting out or prefer to reduce financial risk, you can opt for a lower rate, with the potential to receive a year-end rebate if your earnings exceed that rate. If you’re more established and want to keep a larger portion of your earnings from day one, you can choose a higher rate up to 90%.
To help you decide which rate is right for you, we’ve created a Payment Rate Calculator. This handy tool will provide you with a recommended payment rate.
This new structure isn’t just about flexibility; it’s about empowering you to control your financial future while receiving the full support you need to grow. The better supported you feel, the more time you can dedicate to your clients, your business development, and your overall success. Pick Your Rate is the perfect complement to the support we already provide—giving you the freedom to shape your earnings, backed by a company that’s dedicated to your growth.
Ready to take control of your earnings with the support you deserve?
Book a Discovery Session today and see how we can support you in building a happier, more rewarding financial advice business.
