New Outlook Wealth

A New Outlook on Wealth Advice for all Canadians

If this is what life as an Advisor looks like:

Decreasing and/or uncompetitive compensation
Increasing expenses and operating costs
Increasing compliance requirements
Embedded, systemic conflicts of interest
More time spent with compliance, less time with clients
Paternalistic, "top-down" corporate culture
Never-ending contract/compensation changes
Diminished recognition programs - if any at all
CRM that is more about compliance than clients or sales
Relentless obstacles to teaming & succession planning
Decreasing business valuation from dropping grid
Prioritizing credentials above performance
Fighting to stay on the grid
Decreasing field & sales support
Leadership that adds little or no value
Corporate priorities that are inconsistent with your own values

Then consider a future that looks like this, NOW:

Stable, highly competitive, level compensation
No grid or levels - no embedded sales contest
Low operating expenses
No MFDA/IIROC
Virtually all potential conflicts of interest removed
Grassroots corporate culture
Recognition programs & reward travel
CRM for financial advisors - for managing leads and clients
Freedom to team as desired
Flexible succession model, increased business valuations
Freedom to pursue higher education and new accreditations
Again, no grid
Robust, executive level field support
Where it's fun again to be an Advisor!
Corporate priorities that align perfectly with your values

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