We offer you contract of choice
Few understand the unique challenges that face brokers. Fewer still know how to meet those challenges and actually do something about them. Through our brokerage, Kingsmere Financial Services, we offer a range of solutions uniquely designed to make your life as a broker simpler – helping you to work smarter – so you can better serve your clients. We will also assist you in remaining on top of your certification and compliance admininistration. With over 20 years of hard-earned experience, we have developed a unique business model with respect to both independent brokers and financial service business owners. Our models create a synergistic association or a partnership with Kingsmere with highly competitive remuneration models. Both models are primarily aimed at relieving the burden of the common challenges faced within the financial services industry through practice management.
You will have ownership of your block of business
The block of business you build within Kingsmere will remain yours and be fully transferrable
should you find a more optimal association or partnership.
We believe firmly that both parties need to be fully engaged in a joint vision. If for any reason Kingsmere does not remain the right fit for you we would transfer the block to the company of your choice and not canvass any of your customers..
We create a succession plan for you
A unique succession plan has been designed over many years to fulfill the age old question of “What do I do when I finally need to retire and exit the industry?”. Our model allows for a full transfer of the block of business to an agreed successor with defined formulas as to a payout methodology that should surpass any comparative buyout the market will offer.
Through our technology we make your practice ready for 2025
As regulation becomes more onerous, it is vital that we are technologically ready to compete in an ever-advancing world. Our team of developers are constantly stretching the boundaries on what is possible in developing advisor enablement tools that will prepare you to combat the onslaught of compettition from the direct market. We believe in the value of the advisor and have no doubt that utilizing the correct and unique technological tools will differentiate you from your competitor.
Our team culture gives a sense of belonging
Working in isolation will never allow you to achieve the extraordinary results that a team
will produce. Providing a platform for collaboration between the planning, fiduciary and
research teams gives the broker an unusual advantage over the competition.
Presenting to the customer through a panel of experts in the required field will always position you differently and provide you with a unique ability to be the advisor of choice in your community.
We provide you with solid research
Advice with constant research and a team of analysts to back the advisor can and will become an increasingly necessary part of future financial services. The advisor’s ability to demonstrate continued high value to the customer will be in the spotlight as the industry becomes more regulated. A team of actuaries, fund managers, developers and analysts observably and constantly driving relevant information to the broker demonstrates to prospective customers that we provide the value they desire and the reason they choose us.