At Politis Investment Strategies we have a unique, comprehensive support model for our Authorised Representatives. We provide teams of professionals to cover every aspect of financial advice: investment services, technical advice, compliance, and administration.
Their role is to take work and stress away from you.
We are in effect your back-office team that partners with you, to deliver a quality financial advice service to your clients.
One they will value and that makes a difference in their lives.
You do the client-facing work. Politis Investment Strategies then works with you in the back office to deliver everything the advice entails.
As a licensed dealer group, and because we produce and implement the advice documents, compliance is built into every step of the process. No onerous year-end audits.
Our model reduces your cost to serve and gives you time back. Time that can be spent with your clients, growing your revenue, or enjoying life.
The Advice Process
- As an Authorised Representative you conduct the discovery meeting with your client, helping them clarify the goals and outcomes the financial advice will enable. You also conduct the fact find about their personal finances.
- The technical team, working with you, will then prepare the Statement of Advice.
- This is then sent to you for feedback and to present to the client.
- Once authorised, the administration team prepares all the documents required to implement the strategy.
- This is then sent to you for the client to sign.
- Thereafter the administration team execute the strategy.
The Annual Review follows a similar but shortened process.
It’s time to consider becoming an Authorised Representative of Politis. To add value to your clients and make a difference in their world.
This starts with a conversation, about what’s involved and how it works.
Call 02 4962 5525 to speak to our Business Development Manager. Or fill in the form and they will be in touch the next day.