Paraplanning Services for Investment and Insurance Advisors
Triad Financial Planning specializes in providing financial planning services to the clients of top-performing investment, insurance, legal, and accounting professionals. As our namesake suggests, our focus is to complete the three way dynamic between ourselves, professionals, and their clients. Whether you have a legal or accounting firm aiming to provide additional value to your own valued clients, or you are an investment and advisor who wants to keep their team lean, there are a number of powerful reasons why outsourcing financial planning services from an independent, and experienced firm can help create opportunities for your firm while solidifying and insulating your client relationships.
Our goal in this dynamic is to provide clear, comprehensive, and in-depth financial plans with personalized recommendations and associated rationale to increase revenue-generating opportunities for advisors while providing unparalleled value to your clients.
Benefits for Advisors
- Added value and peace of mind for clients provided by written financial plan rarely provided by most investment managers.
- Uncover insurance opportunities and existence of managed assets at competing firms/banks.
- Comprehensive KYC uncovered by in-depth planning, exhaustive data collection, and thorough Q&A during planning process.
- Build relationship and fences around clients.
- Fee-only billing with no licensing for investments/insurance eliminates conflict of interest.
- Deep discounts for professionals.
- Overall long-term projections coupled with written, personalized recommendations for immediate, valuable action items.
- Meeting prep and agenda items inherent in written plan review
- Option to have our planners join plan presentation meeting if required.
- Outsourcing of planning eliminates need for additional employees/team members, payment of salaries, CPP, EI, and benefits, as well as potential human resource challenges.
- Flexible and simple billing (By project, retainer, hourly)
“Triad Financial Planning has been a game changer by freeing up a lot of time for myself and my team. My clients have been impressed with the process and end product which has led to increased referrals, while uncovering investment and insurance opportunities for our practice”
-Travis Forman BA, CFP, FMA, CIM, FCSI
Strategic Private Wealth Counsel
Portfolio Manager: Director of Private Investment Strategy
Our Process for Advisors
From start to finish, our process aims to provide value and clarity to clients while strengthening advisor/client relationships, uncovering opportunities for advisors, and in helping streamline their practice by outsourcing a large proportion of client servicing and meeting prep activities. Once a simple introduction email has been made, our team goes to work...
- Client signs contract of engagement and disclosures, and data collection forms are forwarded by your Triad advisor.
- Data collection forms and accompanying statements/documentation are returned to Triad.
- Extensive confirmation of data between client and Triad advisor via email Q&A.
- Financial plan draft forwarded to advisor.
- Advisor feedback and edits.
- Final draft presented by you to clients (Option to have Triad advisor present)
100% Satisfaction Guarantee
Simply put, we guarantee accuracy and completeness to you and your client. If any aspects of the plan are not complete, we will make amendments to the plan to ensure you are both satisfied with the end product.