Worldsource Financial Management understands and respects that you have been responsible for the building of your professional practice and that you know how to best manage it in an efficient and profitable manner.
In partnership with Worldsource Financial Management you will not be subject to the selling of proprietary products, meeting annual revenue targets determined by Worldsource Financial Management or the arbitrary approval of the business development plan and vision you have for your practice.
Competitive Branch Payouts
Worldsource Financial Management's Branch commission payouts are extremely competitive and provide the flexibility that you require.
As it is your business, the percentage commission override that a Branch Manager receives on business generated by advisors, within the branch, is mutually agreed upon between the Branch Manager and the advisor. This flexibility allows you to attract advisors from other firms using financial incentives that make sense to both parties, without intervention from the Worldsource Financial Management.
Commitment to Leveraging Your Brand
It is your reputation; the services that you offer and the client relationships you have cultivated are what have resulted in the success of your business. As such Worldsource Financial Management understands the importance of developing tools and making provisions that assist you in leveraging your personalized brand. With our plan for success based on professional collaboration and supporting the independent advisor channel, we have developed unique custom branding solutions in order to assist you in this pursuit.