6 Reasons to work with Solidus.

1. Increase your earnings
2. Additional planning opportunities
3. Good quality referrals
4. Secure new business
5. Clear pricing structure
6. Ongoing training

Increase your earnings by using Solidus Trust solutions to:

  • Retain existing clients
  • Generate new leads
  • Secure new business

Plan more reviews
Hold regular review meetings so that you can offer advice and Trust solutions based on your client’s changing family and financial situation, as well as to reflect changes in legislation.

Be referred
Clients who act on your advice and direct their assets into our Trust solutions are more likely to retain you as their Financial Planner; they are also more likely to refer you to their family and friends, so that they too can benefit from similar advice and Trust planning.

Secure new business
The bloodline and generational benefits offered by our Trust solutions is an attractive prospect to interest and secure new clients… with the potential for tax savings an added bonus. Once explained, there are few clients who can’t see how their family will benefit.

Know the costs upfront
Our set pricing structure is clear and straightforward to understand. You will know in advance how much your proposed planning will cost you to put in place. This allows you to develop an equally clear pricing structure for your clients.

Ongoing training and support
Increase your confidence and knowledge by attending our ongoing training workshops free of charge. Our pre-sales support ensures you are offering the best advice for your client’s individual situation.

To find out more, sign up to our no fee Trust Solutions Workshop.