Broker Check

Bulletproof Your Clients From Other Advisors With Outstanding Service

Bulletproof Your Clients From Other Advisors With Outstanding Service

Your clients don’t have to look far to find a financial advisor. In a saturated industry, the question is not “Who can I turn to for help?” but “Which advisor offers the most value to my financial situation?” And in our current market environment of volatility and corrections, this question is even more relevant.

How To Grow In Any Market Cycle

Everyone gets a bit antsy when the market goes haywire. Even though we know in our heads that volatility is normal and the market continually moves through cycles of upturns and downturns, with plenty of corrections in between, it’s easy to worry that poor investment performance will result in a shrinking client base for your firm. But if you differentiate yourself from other advisors through outstanding service, you could become that advisor that others hope to never compete against.

We studied the most productive financial advisors in the country and found that the trendsetters and high-producers who are at the top of their game have certain things in common, namely integrated technology, increased efficiency, electronic workflow, cutting-edge tools, and operations best practices. We created Freedom Net to help you implement these drivers of success with ease. If you are ready to adopt industry best practice and take advantage of a best-in-class work platform to take your business to the next level, here’s what Freedom Net can offer you.

1. Integrated Technology

Technology is changing the face of how we work. One of the reasons you likely took the plunge to become independent was the flexibility to work how you want, where you want. But that can only happen if you have access to integrated technology that allows you to perform your job anywhere in the world that has Internet. By embedding all your technology into a virtual desktop, you can assign tasks and print documents to your office from thousands of miles away. You can rebalance portfolios, lead a virtual meeting, manage your social media accounts, or run reports without ever leaving your workstation.

2. Increased Efficiency

While technology has transformed every area of our lives, that doesn’t mean it’s always efficient or easy to adopt. The more important factor for increasing efficiency in your work is how technology seamlessly integrates your tools. The Freedom Net technology mirrors some of your favorite electronic devices, making adoption almost effortless. Just like your iPad or smartphone, the most common functions are displayed in colorful icons. Your tasks can be performed with as few clicks as possible, and you don’t have to remember dozens of passwords. Finally, you can do more for your clients with less effort.

3. Electronic Workflow

Proper client service requires multiple tasks to be performed across several service members in any given day. Decreasing profit margins are forcing many advisors to handle more client assets, compounding this challenge even further. Imagine a world where your entire service team is in the loop with what needs to be done and what’s already been completed. Freedom Net’s one-button workflow allows you to assign a task to any member of your team and record a work history, even notifying you when tasks are completed. This allows you to serve your clients even better, ensuring that all your T’s are crossed and your I’s dotted so nothing slips through the cracks.

4. Best-In-Class Tools

It’s no coincidence that top advisors use the best tools available in the marketplace. Normally, these particular tools are only available to those top advisors and cost hundreds of thousands of dollars annually. But because of Freedom Net’s size and scale, we make these same tools available to you without any additional costs. By having access to top-of-the-line reporting, marketing, investment modeling, and workflow, your firm will outshine others and set a new standard for client service.

5. Operations Best Practices

Understanding what needs to be done, who needs to do it, and the most efficient way to accomplish each task is the heart of best practices. Our expertly designed best practice training, workflow, and implementation are just a few clicks away. This step-by-step process has redefined the service model to allow even a rookie advisor or assistant to perform at levels rivaling the most productive teams in the industry. All the needed processes, procedures, and task assignments have been meticulously crafted to create a teamwide 5-star client experience.

Are You Ready To Bulletproof Your Firm?

We understand how hard it is to be an independent financial advisor, regardless of what the market is doing. You wear many hats and have an overflowing plate, but we offer this hope: you don’t have to do it alone. Freedom Wealth Alliance and our Freedom Net platform are here to help you differentiate yourself from other advisors and not only retain but grow your client base. If you’re ready to let Freedom Net revolutionize your business, visit You can also email us at or call Kurt Rozman at 262-798-7979.

About Freedom Wealth Alliance

Freedom Wealth Alliance is a Registered Investment Advisor providing a home and multiple affiliation options for financial advisors seeking business growth and/or succession planning, operational excellence, and turn-key placement. We created this firm to relieve your stress no matter the stage of your firm. We take the burden of running the business off your back, so you can spend your time doing what you do best and love the most. If that means spending more time with clients and prospects, you can. If that means spending more time with your family, just do it. Visit and sign up for a free account to access all the tools and resources we have developed to help you transition to true freedom and business ownership.

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