F55F needs the more advanced interface to handle the transaction, so there will be more time and desire to engage in advice & counsel.
M
Mike Reilly
7 years ago
This would work well for my young family clients who are just starting to save.
C
Chris Barrett
7 years ago
I agree with Brandon and fully support his petition.
C
Chris Mustard
7 years ago
Featured
The option to offer Wealth Simple and build it into my process allows me to give my client everything available to them. It also makes sure I don't lose insurance planning due to not being able to take care of the investment options that are good for the client.
A
Anthony Riley
7 years ago
The opportunity to offer WealthSimple to my clients would be big advantage against the competition.
A
Allen Lin
7 years ago
WealthSimple creates a win-win-win and I like those kinds of arrangements!
D
Daniel Henry
7 years ago
I can see the added value this would have for my practice.
D
Dwight Dobersheck
7 years ago
Some of our competitors are already offering this to clients. We shouldn't wait until we start losing clients to implement this option.
D
Darren Milne
7 years ago
The Freedom 55 channel would be a great platform to grow the Wealth Simple brand and make the relationship stronger for all levels of clients.
J
Jacob Quail
7 years ago
Featured
Many of my client come to me about questions about Wealth Simple and being able not only to talk to them about it but offer it as a service they are already familiar with is a great way to get them as clients.
S
Stephen Majetic
7 years ago
I would love to have the option of using wealth simple in my practice
M
Marcus Acaster
7 years ago
Brandon is a wise man, his word is gospel. Forward we must push for the enemy of progress is complacency!
M
Meagan Ratz
7 years ago
We need choice, and Wealth Simple should most certainly be an option!
F55F needs the more advanced interface to handle the transaction, so there will be more time and desire to engage in advice & counsel.
This would work well for my young family clients who are just starting to save.
I agree with Brandon and fully support his petition.
The option to offer Wealth Simple and build it into my process allows me to give my client everything available to them. It also makes sure I don't lose insurance planning due to not being able to take care of the investment options that are good for the client.
The opportunity to offer WealthSimple to my clients would be big advantage against the competition.
WealthSimple creates a win-win-win and I like those kinds of arrangements!
I can see the added value this would have for my practice.
Some of our competitors are already offering this to clients. We shouldn't wait until we start losing clients to implement this option.
The Freedom 55 channel would be a great platform to grow the Wealth Simple brand and make the relationship stronger for all levels of clients.
Many of my client come to me about questions about Wealth Simple and being able not only to talk to them about it but offer it as a service they are already familiar with is a great way to get them as clients.
I would love to have the option of using wealth simple in my practice
Brandon is a wise man, his word is gospel. Forward we must push for the enemy of progress is complacency!
We need choice, and Wealth Simple should most certainly be an option!