First Allied Securities

A Foundation for your Success

When it comes right down to it, it’s what you do day in and day out that determines your success. How you manage your practice every day will impact your business more than any one client or deal or product ever could. Let us help you engage the strategies you’ll need to fully realize your dreams.

In order to help business owners develop a foundation for success, enhance productivity and drive growth, First Allied created the Business Strategies Group (BSG). BSG staff members work closely with advisors to execute on FASI’s four success factors.

• 1. Create a Disciplined Business Plan

  BSG designed a comprehensive new support model that incorporates personalized business profiling within an advisor’s business plan. Known as the PEAK PerformanceMetrics Report, this program includes a customized business planning workbook and supplementary worksheets. To help predict, support, and influence productivity and growth, BSG provides one-on-one consulting via strategic business consultants.

  This program allows business owners to take advantage of our proprietary business development platform, where profiling, business planning, consulting, and designation training with the Cannon Financial Institute are the next steps.

• 2. Begin to Offer Differentiated Products

  

  Currently in the financial services industry, products and services have become commodities—undifferentiated with few, if any, distinct qualities or features.

  We have created a truly unique situation by developing a suite of high-in-quality, differentiated products and services relevant to a wide range of clientele. Designed for today’s discerning investor, this product line-up addresses the needs of high-net-worth investors and business owners.

  Differentiation represents a huge opportunity for you, opening doors to affluent investors and enabling you to set yourself apart from competitors who have not changed their business models or the products they sell.

• 3. Identify and Create Your Personal Brand

  Top producers have great clarity and understanding around their unique abilities, which are the primary drivers of all sales and marketing activities.

  What value do you offer? Do you consistently and clearly articulate to clients why they should do business with you? Do you have a brand that truly fits your business and are you leveraging it to enhance your marketing efforts?

  The most important aspect of branding is that it reflects your specific abilities and your unique value proposition. We will help you identify your unique abilities, create a brand, and implement a marketing campaign. Your marketing campaign should leverage your brand and enable you to create sales presentations that focus on your unique abilities and your value proposition. We also have a turn-key lead generation program to attract affluent clients, and once you’re in front of them, we have all the tools you’ll need to produce an outstanding seminar.

• 4. Establish a Wealth Management Focus

  

  The term “wealth management” has become one of the biggest buzz phrases in recent years. The reason for all the hype is simple: wealth management is, without a doubt, the most effective and profitable way to attract, serve and retain affluent investors.

  At the heart of the First Allied Securities wealth management platform is an integrated financial planning process that brings together the most important components of a client’s economic lifecycle and sets them in motion. By following a well-balanced strategy that involves tax status optimization, pension planning, risk management, portfolio design and asset protection, your clients may be able to most efficiently meet their needs and objectives.

  Wealth Management is focused on a single mission: to help you guide your clients to financial independence. We define financial independence as the point when a client’s savings (and income from savings) will afford their needs throughout their life expectancy.

  The planning process begins with a thorough analysis of a client’s current economic state and short- and long-term goals. Existing inefficiencies are identified through a comparison between the client’s current structure and an ideal planning protocol developed during more than three decades of ongoing financial research with thousands of high-income professionals. Then, we match client needs and objectives with what we believe to be the industry’s best products, programs and services, and we do it all inside of a detailed, written financial plan. The plan is designed to be a “living” document, which will be monitored and modified over time to keep pace with evolving income, lifestyle expenses and overall financial goals.