As the year winds down, now is the perfect moment to pause and reflect. Are you where you want to be in your career? Is your business thriving? More importantly—are you thriving? Let’s explore a few questions that might guide your thinking as you plan for the future.
Is Your Business Set Up for Success?
Success in the financial advice industry doesn’t happen in isolation. With the constant pressure to keep up with regulations, market changes, and client expectations, it’s easy to feel stretched thin. Are you spending more time managing the back-end of your business than working with clients?
At Truly Independent, we empower our advisers to focus on what truly matters: your clients and your business growth. Our approach, centred around the 6 S’s—Structure, Strategy, Systems, Services, Support, and Succession—provides a clear framework to help you thrive. By focusing on these key areas, we help you create a business that not only meets your goals but also provides the balance and freedom you’ve always wanted. Referring to the Happy Zone Graph, you can track your progress and ensure you’re on the right path to success, all while having the tools and resources to stay ahead in a competitive industry.
How’s Your Work-Life Balance?
Running your own business should give you the freedom to design your workday around your priorities—yet so often, it can feel like the opposite. Are you constantly feeling like you’re “on”, rarely “off”, no matter the time of day? Working late into the evenings just to catch up, missing important family moments, or skipping out on the hobbies and personal time that matters most?
It’s a common struggle for many self-employed advisers: the relentless pressure to be available, constantly managing your business while trying to maintain the high standards your clients expect. That pressure builds up, and suddenly, you’re finding yourself working harder, not smarter.
At Truly Independent, we understand that the lifestyle you envisioned when you started out is about more than just running a successful business. It’s about having the space to live your life without sacrificing your personal time or happiness. That’s why we streamline business processes and provide support in the key areas that can eat up your time. For example, did you know that Truly Independent advisers have access to professional in-house Marketing Support? Grow your business with our support.
Are You Truly Independent?
Do you have the freedom to offer the best solutions for your clients, or are you restricted by your current setup?
When you’re limited by your network or firm’s rules, it’s frustrating—and ultimately, it holds you back from providing your clients with the most appropriate solutions. If you’re restricted to certain products or tied to specific providers, you’re not truly free to act in your clients’ best interests. This can lead to compromises—offering solutions that don’t perfectly align with your clients’ needs or even missing out on opportunities that would benefit them in the long run.
At Truly Independent, independence is at the core of everything we do. You’ll have the freedom to offer whole-of-market advice. This independence empowers you to always act in your clients’ best interests, without being held back by external limitations.
Is Your Hard Work Paying Off?
Are you earning what you deserve for the effort you’re putting in? Too often, advisers feel shortchanged by their networks. We have a unique charging structure for our advisers that is fair for all and includes a distinct and recurring income ‘extra bonus’ feature. The more you earn, the more you keep. Advisers are all self-employed and are paid between 70% – 90% of their gross income dependent on their production level.
Plus, in addition, a further 5% can be achieved for recurring income providing they meet the firm’s client support agreement standards.
This remuneration model is unique to us and exists to encourage advisers to look after existing clients and fulfil their client support agreement pledges; this is our Value Proposition.
We also encourage our advisers to pursue higher qualifications that result in the CII Chartered Financial Planner awards. Holding Chartered Status provides the opportunity for higher bonus earning.
Ready to Make 2025 Your Best Year Yet?
If any of this resonates with you, maybe it’s time to consider a change. At Truly Independent, we help advisers achieve a more rewarding, balanced, and successful career.
Book a Discovery Session today and discover how we can help you take control of your future.
