We support our advisors by providing value-added services to help them grow and deepen client relationships. They benefit from the experience and knowledge of our head office and field teams, their commitment, and their ability to assist advisors in managing regulatory change. Through our various field teams, we have over 70 professionals working alongside our advisors helping them to achieve their business goals. Their expertise complements a variety of initiatives at Assante that are second to none in the following areas:
While experiencing my clients' tragedy first-hand and looking for the best-suited financial solutions and approaches, I was able to tap into all of the resources available within the Assante's AT360 Program. It made a huge difference. I benefited extensively from their discovery questionnaires, presentations, talking points and visual aids. In a particularly difficult moment, I expressed my concerns to the other program participants during our live sessions. They openly shared how they dealt with a similar case and the final outcome. AT360 is an exceptionally enriching program because it is so real and focused. Without a doubt, this program can revolutionize the way your clients experience wealth management and let your business realize its full potential.