[Mark Connell, Managing Director, Up Wealth Management] "So one of the great things about the licensee is we've got access to the key people that make decisions. So we've been talking with the head of advice and professionalism in regards to placing our support person through that program and how that may work. But there's also the revenue collections and payment system that works really well. We've benefited from the Connect for Growth program, where we've been able to look at other businesses within the group and when we're looking to grow through acquisition, that's worked well for us. Other things, client management system, access to research, et cetera."
[Adam van de Water, Director & Owner, Brava Financial Services] "We had a few compliance challenges through 2019 in terms of just getting the right processes and systems in place to have great outcomes for our clients. So after our compliance audit recently, we had a post team huddle facilitated by the licensee team. We included our practice development manager, practice implementer, X plan coach and compliance coach that we found invaluable in terms of re-engineering our processes and that led to some much better client and advice outcomes and a lot happier team in terms of delivering that advice."
[Sarah McDonald, Principle & Financial Adviser, Lifetime Solutions] "Partnering with TenFifty will help us meet our challenges and goals in the next few years. I've found it great. I've been able to tap into the licensee. They've done the auditing of different providers for me. They've given me a short list and actually negotiated some really reasonable rates. And I'm just starting my bridging courses through one of the licensee recommended as really the price was so competitive."
[Adam] "The network over the many years has provided me great opportunities to connect to peers and I feel this is where the goal really is. Talking to peers, their problems, their challenges, their successes, their triumphs, both inspire you but also want you to be better for both you and your clients."
[Mark] "We've had the opportunity of going into other advice businesses, seeing what they're doing day to day, how they run meetings, how they use technology and we've taken that away and embedded that into our business to provide greater client experiences."
[Sarah] "The licensee has got a focus on compliance and it's also got a focus on support for businesses and this fits in to where we see ourselves going."
[Adam] "With TenFifty and the licensee, there is real power in community and strength and comfort in numbers. And that is what we really value in this offer, both now and well into the future."