Here is a secret...

Successful Independent Financial Advisors (IFA) do not carry around the files of all their clients.  They, usually, have executive assistants to provide support and to act as a resource base. 

If you are with a Dealer or Managing General Agency (MGA) who do not give you access to your own clients' files online, chances are, this may become an obstacle to grow your business.  Without this ease of accessing the information, it will become difficult to provide the level of service that high net worth clients expect and need.

With years of experience in the financial industry, we have the expertise, and we have discovered the following secrets that all IFAs should consider:

* Share an executive assistant with 4 or 5 other advisors;

* Look for a Dealer or MGA, who will give you access to your own clients' files.  The firm you deal with should have all the account details;

* Use the resource or services of a third party such as SupportingAdvisors.com.

Have you noticed that most of the mutual fund and insurance companies are providing, or in the process of providing advisors with online access to support them with their business?  Coming from a bank environment, we can assure you that ALL THE BANKS have online access for their advisors.   

At SupportingAdvisors.com, we are NOT a bank; however we do provide "Bank like support for Independents!" 

You can start benefiting from our services today by becoming a member of SupportingAdvisors.com.  (Full Membership is required)