Andrea Clark's Contact Details

Andrea Clark's Company Details

Wealth Management Solutions

Toronto, Ontario, Canada • 7 Employees
Financial Services

Are YOU experiencing difficulties with your current dealership which is diminishing your commission grid, ability to generate sales and prospect new business? Want to feel Independent again? JOIN US - Whether you're a Financial Advisor who is in their SUCCESSION PHASE, PLATEAU PHASE OR ENTRY PHASE, we have the SOLUTIONS for YOU! We have evolved the way in which mutual funds are distributed by creating an environment for advisors to do what they do best: Grow their business, while minimizing administration and increasing efficiency.1 Competitive Commission Grid2 Technology speaks to each other3 Compliance friendly4 Leave me alone (proprietary product)5 Demo (which we put off until they commit to move to MWC)Pay to a Corporation7 Flat Fee and favorable Associate fee or gridThe result is we created a platform from which advisors free up time to capture bigger opportunities, and increase profitability while adhering to regulatory guidelines.Financial Advisor Frustrations - 12 Solution Plan: 1. Change in how advisors are being treated – w.r.t. changes2. No consultation or conversations…Just do it.3. Grid reductions - Competitive Commission Grid4. Increased technology fees (for increasingly poor technology)5. Push to sell proprietary product (reducing your independence)6. Request for flat-fee model rests on deaf ears7. Little value for what you pay other than compliance8. Can't pay to a corporation9. Fees for Associate equal to Advisor10. Heavy handed compliance11. Too much administration on high volume low value tasks – automation fix12. Your various advisor tools don't speak to each other – time Best Regards, Sammy Abu-SaudBusiness Consultant, E-mail: Sammy.Abusaud@monarchwealth.caPhone: 416-206-4366