Our national team supports more than 160 advisers. We maintain one of the highest support staff to adviser ratios in the industry and our team of experienced staff, many of whom are former advisers, are committed to helping your business successful.
Our AFSL dealer services are comprehensive, market-leading and competitively priced, with our innovative approach recognised for several years running by external parties such as Investment Trends and the IFA Excellence Awards.
On behalf of the Patron team and the Infocus Group, we welcome the opportunity to speak with you about your future licensing options.
An overview of the Infocus Group’s Dealer Services model is as follows:
Business and Practice Development
Our commercial and operational support team capability can be delivered face to face or remotely, depending on your business’ needs. Our processes support you with the growth and evolution of your advice practice into a systems and process driven financial services business.
Our team, many of whom are former advisers, are experts in their field and are trained to provide you with support in the following areas:
- Formulation of your business’ annual business plan;
- Development of your business’ training and development plan to support the building of operational capability and efficiencies in your business; and
- Implementation of the plan within your business.
Coaching on Client Engagement
With all of the focus on compliance over the last few years, it seems to us like advisers have been forced to re-learn the art of engaging effectively with clients.
Our ‘Building a High Performing Advice Business’ workshops are designed and facilitated by our in-house experts and are focused on helping you engage effectively with clients. The workshops use a proven structure to tell a ‘story’ that embraces your strengths as an adviser to deliver great outcomes for your clients.
These workshops are all about getting back to the core of client engagement and giving you the confidence to improve the profitability of your business. They an invaluable part of any adviser’s ‘toolkit’ in running a successful advice business.
Our Advisers have access to a host of professional development initiatives and activities throughout the year.
Each quarter we host Professional Development Days, in addition to weekly software and training webinars, monthly economic updates and of course, our premier development and networking event; our annual conference, iCON.
Our events program is designed not only to ensure your knowledge is up-to-date, but also to provide you the opportunity to network with your peer adviser community to share ideas and expertise on a regular basis.
In today’s competitive and highly regulated environment, the success of any Advice business starts with operational efficiency. Managing each aspect of your business and your client relationships demands both accuracy and productive use of your time.
Our in-house IT team delivers and supports Infocus’ IT system, Platformplus. Developed by advisers, for advisers over the last 15 years, Platformplus moves beyond the traditional CRM to provide a holistic practice management solution.
Unlike other advice management systems, Platformplus has been built specifically to support a financial advice business. As a result, you don’t need high levels of customisation to have Platformplus support your business with efficient and compliant provision of advice and management of your clients – it’s all built in.
Platformplus delivers a number of important benefits for Advisers, including
- Use of workflow technology to link, allocate and control all tasks relating to a client’s needs;
- Set up and maintain agreed service delivery levels and be notified of upcoming tasks;
- Stay up to date with compliance legislation via integrated tracking and management tools;
- Allow clients to access their data via an office client portal that’s branded with your office logo;
- Research a client’s status before providing advice via the online fact find function; and
- Generate advice documents easily based on specific client information.
Importantly, you always have access to our in-house tech team and our support team for any Platformplus queries, as they are located in our head office in Queensland.
Our Professional Standards approach is to work in partnership with you to promote the delivery of quality advice for your clients.
In addition to the provision of the compliance functions of audit, training, review, supervision and complaints management, our team also provides advice on effective and compliant advice delivery.
Our research team provide you with support in relation to our open-architecture Approved Product List (APL). The Infocus Group APL contains a range of ‘best of breed’ Wraps, Master Trusts, Separately Managed Accounts, SMSF Services, Money Market and Cash Facilities, Managed Funds, Listed Securities, Annuities, Bonds, Personal Insurance Products and Industry Super Funds.
This broad APL gives you the flexibility to recommend the best products from across the market for your clients and your business to readily satisfy all regulatory requirements.
Telephone and online support
Our Support team is your virtual support partner; delivering prompt resolution of any queries you or your team may have, immediately over the phone on online via our Support Query system in Platformplus. The team operate Monday to Friday in accordance with normal east coast business hours.
Our Marketing team supports the delivery of automated marketing tools designed to enhance your business’ client engagement strategy and in turn, your business’ productivity.
Note additional Marketing services are available for an additional fee to your AFSL fees.
Client Referral Programs
Through Infocus’ partnership with Industry Fund Services (IFS), our Advisers have the opportunity to become an IFS accredited Adviser which enables you to provide financial advice services to clients of various industry funds in select locations. Note these services are available for an additional fee to your AFSL fees.
Your business also has access to our in-house back office support team, Adviserplus. Adviserplus saves you the expense of directly employing an administration team by delivering a range of back office / support tasks for your business: effectively turning a fixed staff cost into a variable one you can call on when demands arise.
This includes a high quality Para planning service; data entry and maintaining client records in Platformplus; supporting you with gathering information for risk new business; managing information to support risk cases through to completion; and implementation and support for FDS and Opt-in management. Note these services are available for an additional fee to your AFSL fees.
Our administration team administer your brokerage receipts and payments, with brokerage paid to you weekly.
For a confidential discussion please contact us at firstname.lastname@example.org
*Source: Comparator Benchmarking Report