A WORD FROM OUR CEO
All of our companies continually strive to unlock the entrepreneurial spirit of intelligent, hardworking, individuals who are experts in their field. I believe our Wealth Management Division will accomplish that for our advisors and become and integral part of our group of companies. The lack of sales quotas, proprietary products, open architecture wealth planning, and a transparent and innovative technology platform will allow our advisors to focus on what is truly important, the client.
GOING BEYOND THE TRANSACTION
The traditional broker is paid upfront at the purchase of an investment product. There is no correlation to product performance or incentive to maintain a high level of customer service. I believe the fee based (RIA) model ensures that the advisor-client relationship is built on confidence and trust, rather than being economically motivated.
NO PRESSURE TO PUSH PRODUCTS OR HIT SALES QUOTAS
If an advisor is under pressure to sell an investment or a particular strategy it can lead to aggressive sales pitches rather than a consultative approach with prospective and current clients. We remove sales quotas from the conversation and give our advisors access to a broad spectrum of investment products enhancing their ability to do what they think is right for their clients.
With the fast-paced evolution of innovation, new products are constantly being developed that can enhance the client experience and advisor performance exponentially. Larger institutions have proven to be less agile and slower to adapt as a result of red tape and the dizzying number of layers of management. By the time the new technology is implemented, it is most likely ready for an update! Canter Wealth takes pride in our ability to rapidly adapt to new innovations allowing for the best performance from our advisors.