What Challenges Does Your Practice Face?

All of us want the freedom to do what we want. It is why many of us went down the independent advisor road. But we all face challenges which complicate business and stunt practice growth. Think about it. What obstacles are holding your practice back?

According to some recent surveys, common business roadblocks for independent advisors are:

  • Practice Efficiency

    When other matters come up, it takes away time from relationship-building and writing business. Get efficient solutions for managing new business.

  • Costly Client Acquisition

    Relationships aren’t built overnight. Marketing, advertising, and other costs associated with customer acquisition add up. Lower your CAC with our premium support.

  • Having Your Own Identity in a Crowded Market

    According to financial industry statistics, 75,000+ advisors work in the insurance / wealth planning industry here in the U.S. How do you stand out from the crowd?

  • Comprehensive Marketing Solutions & Support

    Not getting the ROI you need? Get complete marketing services at 33.3% of retail cost, no matter your production, by a partner that’s truly invested in your practice success.

  • Preparing for Changing Regulations

    New DOL regulations and other changing requirements make compliance difficult and uncertain. Be ready with our exclusive relationships and processes.

  • Independent, Third-Party Referrals

    Impressions matter. Other advisor distinctions can cost thousands of dollars. Stand out and benefit from our nationally trusted, independent SafeMoney.com branding.

Whether you face these business hurdles or other challenges in your practice, don’t settle for lost time, ongoing headaches, and excessive expenses. Work with a partner that lets you stay independent, doesn’t dip into your commissions, and puts you in the driver’s seat to grow your book of business.

To discuss how these solutions can help you or to get started, call us at (800) 790.7791. We look forward to helping you grow your practice together.

All the best,

Brent Meyer
President/Co-Founder, Safe Money Resource