Why Us?

What do advisers really want?

To own a business that is efficient, sustainable and profitable with a reputation for quality financial advice and outstanding service. Something they can be proud of!

Advisers want success

What are some of the roadblocks stopping them?

Road block

Absence of an efficient ongoing client maintenance system
Constantly changing industry rules and regulations
Clients not recognising quality advice
Not enough time!

How can IAS assist in removing those roadblocks?

Establishing a complete ongoing client maintenance & reporting system
Assisting all ongoing communications and reports in meeting with compliance requirements
Providing high value, high quality reports to their clients
Allowing the adviser to focus on new business generation!

Remove the roadblocks

So who are the advisers that would most benefit?

Growth business success

Advice Businesses that are:

Looking to implement an efficient client maintenance system
Seeking solutions that will ensure ongoing compliance
Striving to provide better value to clients
Wanting to grow their business – increase profits!

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