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AdviserChoice
We’re changing the way financial intermediaries
work…
“Every adviser is different in his/her own way.
That why A.D. FINANCIAL offers you choices the way you want”
Is this you?
- The changing trend in the Financial Planning Landscape,
how do I equip myself and be competent to serve my client
better?
- I have done my CFP/RFP and still have no idea how to
start practice.
- I have not started my CFP/RFP yet. How can I start practicing
in Financial Planning industry and increase my current income?
- I don't wish to be left behind by this Financial Planning
Wave. How do I go about?
- Currently, I'm a tied intermediary with a principle company
that market Financial Product. How do I upgrade myself in
advisory role without sacrificing my license with my principle?
- I'm running a successful Life Insurance/Unit Trust agency,
I want to expand my agency portfolio in Financial Planning
advisory but have no time and no resources to start off.
- I'm now a multi product supplier
of many Financial Planning Products. How do I upgrade myself
to an advisory role and start charging Fee?
- Professionals from legal or accounting firms looking to
expand practice to work with Financial Planners in the specialized
area of Estate Planning Advisory Practice.
Whether you are existing financial
intermediaries or about to look for one and have the above
concerns, we have the answers.
AdviserChoice offers you five affiliation options,
so you’ll find the mix of control and support, you need and
the freedom to change affiliations as your needs change.
What's
more, A.D. FINANCIAL provides you with a choice of payouts (up
to 60% in advisory services). Our powerful array of products
and advisory services together with resources can help you
build your business YOUR WAY.
Call us for more information, after
all it’s your business… in your OWN WAY.
Kindly contact Eva at 03-7956 8833
or contact us at
info@adfinancial.com.my
Want
to do a CAREER TEST? Please Click
Here.
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