|
|
|
Joining Genesys
|
Genesys wealth advisers are highly qualified financial planning professionals, who’ve met the rigorous Genesys standards. Our advisers are dedicated to their clients, in line with the group’s vision — to create a belief in lifetime financial planning.
As a Genesys wealth adviser, you have access to many resources and services that ensure you can focus on what’s most important — the clients. These services cover best practice, business development, marketing services, professional standards, research and technical support, and so on.
To find out more about joining Genesys, read the information below or visit our dedicated website at www.genesyswealth.com.au/recruitment (to obtain your username and password, please contact Wayne Mitchell on 1800 066 577). |
Who joins Genesys?
|
Firms usually join Genesys because they’ve outgrown their current arrangements. For you, this might be because:
-
You’re no longer motivated by this week’s ranking or dealers pushing specific platforms.
-
You’re ready to break into the next level and need high-level coaching, systems and support.
-
You’ve identified significant acquisition, merger or succession opportunities and require more sophisticated finance and equity arrangements. |
|
|
Motivation
|
| With in-house risk and investment research and expertise, Genesys wealth advisers have access to the widest possible range of available product solutions. Significantly, Genesys advisers can use most mainstream investment and superannuation platforms in Australia, such as Navigator, Asgard, Summit, Masterkey, BT Wrap, First Choice, etc. |
|
|
The next level
|
Over the past five years, Genesys has invested heavily in people and systems designed to help you break into the next level. At Genesys, you’ll have access to:
-
Business coaches who are responsible for strategic and business planning at your office, and identifying and implementing best practice.
-
Best practice systems and procedures that help you secure and set up new clients, and manage ongoing client relationships.
-
Integrated software such as VisiPlan and ATLAS, a client management system that allows you to store all client information, documents and invoices in a centralised location and generate pre-populated statements of advice, etc. |
|
|
Opportunities
|
| Genesys has dedicated staff to assess potential acquisition, merger or succession opportunities so you can grow your business. |
|
|
|
|
|
|
