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This strategy is not only about increasing the agency’s footprint; it is a strategic transfer to serve markets which have historically been ignored. “We are actually going up towards our very largest opponents,” Konopaski states, underscoring the agency’s readiness for the problem and to deliver top-tier monetary recommendation to areas which were uncared for by different sellers.
The attract of a novel mannequin in a grid-locked business
Providing a flat-fee, Designed Wealth Administration’s compensation mannequin is a rarity in Canada. For Jordan Snitzler, accomplice and monetary advisor at Wolfond, the transition to Designed was marked by an distinctive stage of assist and responsiveness, underscoring the agency’s dedication to facilitating a easy and environment friendly changeover for advisors. Snitzler highlights the professionalism, pace, and problem-solving prowess of the Designed Wealth Administration staff, emphasizing their skill to adapt processes to fulfill advisors’ distinctive wants with out compromising compliance or effectivity.
“Inside most likely three weeks of assembly Michael Konopaski at a convention, we had signed the paperwork and simply selected Designed over 4 or 5 different opponents to go to,” says Snitzler.
President and CEO of CH Monetary, Jeremy Clark’s journey to the agency, fueled by a long-standing reference to the Konopaski household and a serendipitous assembly with Michael Konopaski, underscores a shared imaginative and prescient for a special sort of monetary advisory—one which values flexibility, expertise, and, above all, shopper relationships.
Seamless transition, unparalleled assist
The partnership between Designed Wealth Administration and Wolfond Monetary is constructed on a shared philosophy that prioritizes the pursuits of shoppers above all else. “Most of our opponents determine their goal market as a portfolio supervisor with $200 million. Our goal market is an advisor that places the shopper first in any respect ranges of property,” Konopaski emphasizes. This precept guides the agency’s operations, from its expertise selections to its compensation fashions, making certain that advisors can provide the very best service to their shoppers with out the constraints typically imposed by profit-centric enterprise fashions.
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