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Your Business Plan: Be The Best Advisor You Can Be

Your Business Plan: Be The Best Advisor You Can Be

No one sets out on a new endeavor planning to give half-hearted effort and service. But either because of a lack of awareness about the importance of service, an inadequate service model, or the busyness of running a business, the client experience is often not where it should be. And in an industry that is saturated with financial advisors offering the same products and services, client service is what will set you apart.

But how do you build a client experience that will exceed your clients’ expectations? How can you offer service standards that go above and beyond what other advisors offer? We believe the solution lies in our Platinum Advisor title.

What Is A Platinum Advisor?

Platinum is among the most valuable metals on earth, and we believe financial advisors should show themselves to be just as valuable. Platinum Advisors take service to a new level, where value exceeds expectations and price becomes less relevant.

The Platinum Advisor title reflects a commitment to superior service and knowledge standards, not the just the minimum that is common in this industry. Client services that are offered by Platinum Advisors are assured by strict standards of care, communicating to clients that they will receive a comprehensive service commitment along with a plan that will be maintained and refined throughout life’s changes.

Why Should I Be A Platinum Advisor?

It’s simple, really. Advisors that adhere to a higher level of service frequently have the best compliance records, higher client satisfaction scores, and regular high-quality referrals. Think about a time when you received outstanding customer service. Did it make you want to do business with that individual or company again? Did you rave about it to your friends? The same will happen to your clients if you give them the service of a Platinum Advisor; when you give your best to your clients, they give their best to you.

How We Bring Out The Best In You

We have a top-notch service model that sets you up to do your best. We offer our Platinum Advisors support and training so they can grow and see their vision for their business come to life. Here’s what you can expect as a Platinum Advisor:

The Freedom Wealth Alliance Mentoring Program

We believe we can all learn from each other, so we partner you with several of our Platinum-level advisors so you can see the exceptional client process in action. Not only will you receive wisdom and guidance from your mentors, but you will have the opportunity to sit in on real-life appointments and obtain feedback from our advisor best-practice team members.

Ongoing Training

To succeed in the financial industry, you need to keep moving forward, staying on top of trends, improving products and services, and taking advantage of technology tools. At FWA, we maintain extensive training resources for you to continue your career development at your own pace in the form of advanced digital training sessions accompanied by workbooks and videos. We want to see you grow and learn and put that information into practice.

Team Meetings

Our Platinum Advisor program is not a one-and-done process. We meet weekly to discuss the current events that affect client emotions and brainstorm how to navigate through these circumstances. We provide recommended action plans and suggested dialogue to help provide perspective and value to your clients.

One-On-One Coaching Sessions

Do you want to go even further in your career? Personalized, one-on-one coaching can get you there. We have strategic relationships with some of the largest coaching resources in the industry and can help you find coaching that’s right for you.

Service Standard Guidelines

We don’t believe in following the status quo. We want to differentiate our advisors from the rest, and our service standard guidelines help Platinum-level advisors adhere to a disciplined approach to each client relationship. We also give our platinum advisors the tools needed to make these guidelines a workable reality in their business.

Are You Ready For The Next Level?

Our Platinum Advisor program is for financial advisors who want to take their career to the next level. If you have been wondering how to do just that, this may be the answer you are looking for. Learn more about our firm and its unique advantages by visiting 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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