Leading Adviser explains why a group's actions need to speak louder than words

In the current ASSET magazine, TAP partner Regan Thomas explains why he chose to engage with The Adviser Platform.

“The combination of increased compliance requirements, duties and obligations, and the need for efficiency in our businesses, along with increasing pressure on dealer groups to provide greater transparency around commission structures and costs means the game is changing. 

“An observation I made when I was considering joining a group or going it alone was that the overrides and or commission splits were opaque. It seemed that for day to day operations – contacting clients, delivering advice, processing applications, keeping records – all that stuff was pretty much left to the adviser on the ground.  

“For me, support means more than telling – it involves doing. I don't just want templates and manuals, flowcharts and checklists. That's just a list of things for me to do. And I don't just want access to a CRM – that's an admin job that I still need to take care of as well. I wanted my CRM to be an essential tool, not an expensive address book.”