New dealer group reveals goals
Kevin and Nicola Smee have launched mySolutions, a new adviser group.
The pair are principals of Solutions Financial Services, one of the largest independent locally-owned risk insurance companies.
The new group will offer business training and mentoring to advisers and offer opportunities for existing practitioners who want to upskill and move into the business insurance sector.
The “Solutions Tribe” receive bi-weekly training.
There are three sales directors – Antony Erickson, Glen Hatcher and Keith Kerr.
Members have access to a web-based system that includes an end-to-end paperless client engagement process to streamline advice and sales.
Erickson leads training and education for mySolutions, and said: ”All our training is recorded on video so advisers can access the online library at any time to freshen up on sales skills, product updates and best practice.”
Kerr, the head of the group’s mortgage division, said: “Our holistic approach helps advisers to unlock opportunities within their practices to refer, upskill and cross-sell while remaining the lead adviser in the process."
Kevin Smee said: “For many years, advisers have come to us for guidance on sales, team training and upskilling. We’ve always focused on bringing new blood into the industry while helping existing advisers to improve themselves and expand into new markets. mySolutions means we can do more good for more advisers – and new industry participants – than ever before.”
A goal of mySolutions is to raise the standard of advice on offer across the industry so that every client can access the advice they need to grow and protect their wealth.
As a comprehensive group, one of the primary functions of mySolutions is to serve as a hub for related professionals to come together. Its lead adviser programme facilitates knowledge of how the legal, accounting, financial and insurance fraternities can work together for the betterment of clients.
Smee said: “Events over the past couple of years have highlighted that good professional sales training, high industry standards, and a level of collaboration are needed among those in finance-related industries. This will help ensure the ultimate protection of consumers and the ongoing integrity of the industry. This is what mySolutions stands for.”