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Introducing wealth advice into your business

Diversifying your business offer

As the financial services industry continues to evolve, many businesses are expanding their offering to meet the changing needs of their clients.

If you’re looking to expand your service offer, introducing wealth to your business can be a good option. It can allow you to offer a comprehensive range of wealth and life insurance services and better support your clients to reach their financial goals.

Dedicated Support – it’s part of who we are

MLC Licensee Network is committed to making your business thrive. We have dedicated strategic consultants and coaching teams who can work with you to create a vision for the future of your business. They’ll help you identify resources, processes and strategic partnerships to deliver real value as part of an effective business model.

    • While you’re looking out for your clients, we’re looking out for you

       

      MLC Licensee Network supports self-employed, financial advisers who are helping Australians take control of their finances. As part of our network, you'll have access to a range of resources and wealth models designed to support your business as it grows.

      Five reasons to offer wealth services through MLC Licensee Network
      Access to financial advice

      As part of our network, your clients will:

      • Gain access to a full panel of products, so you can tailor solutions to suit different clients
      • Be kept up-to-date with the latest industry news and insights
      • Build a relationship with a Practice Development Manager (PDM), and attend Professional Development days and conferences designed to help your business excel.
         

      Build your reputation

      When you partner with MLC Licensee Network, you can:

      • Benefit from our long-standing reputation
      • Build a name as a comprehensive financial services provider, offering a range of wealth support for clients
      • Relax knowing you’re backed by the expertise of an associated financial planner.
         

      Boost retention

      We can help you keep clients on board as you grow by:

      • Providing the support you need to service, protect and enhance your client relationships
      • Giving you access to a dedicated Strategic Relationships Consultant who’ll identify opportunities in your database and across your business
      • Complimenting your comprehensive services with financial advice to help you support your clients.
         

      Risk management

      Support your clients and your relationships by:

      • Using the latest insights to make more informed investment decisions
      • Drawing on the expertise of professional, licensed financial planners.
         

      Diversify your service offering

      MLC Licensee Network allows you to:

      • Choose a wealth model that fits your business requirements
      • Optimise your business by offering financial advice to your clients.

      To learn more about introducing wealth to your business, contact Paul Van Suylen (Manager MLC Growth and Alliances) on 0448 759 022 or at paul.van.suylen@nab.com.au

    • The MLC Licensee Network gives you a choice of wealth models, so you can expand in a way that suits your business. Our two-way referral option allows you to employ one of our experts financial planners. Or if you’d prefer to offer advice internally, our in-house option gives you all the support you need to provide financial advice.

      Both models help to ensure that your clients receive financial advice and empower you to expand your business opportunities. 

      Model Two-way referrals In-house
      Method Outsourced Integrated
      Advice provided by MLC licensed financial planner Financial planner within your business
      Revenue Determined by business Full/part economic ownership

       

      Two-way referral:

      This model offers... Giving you...
      A streamlined experience
      • An introduction to an MLC licensed financial planner who aligns with your business objectives and has at least two years of experiece in the industry
      • Access to an approved panel of products, including a range of insurers, fund managers and investment providers
      Access to a Strategic Relationships Consultant dedicated to your business
      • The support you need to establish the structures and behaviours that'll help your business succeed
      • Access to a range of helpful tools, including meeting agendas, client advice process maps and referral scripts
      • Supporting campaign material to help you identify advice needs
      Client relationships that are entirely yours
      • Guidance to help you manage client relationships as you grow
      • Support in working with a financial planner to help with retention of existing client base
      A relationship built on trust
      • Access to a focused and responsive team made up of your MLC licensed financial planner, their Practice Development Manager, and your dedicated Strategic Relationships Consultant
      Diversified service offering
      • More opportunities to grow your business
      • Access to data mining tools that can uncover advice opportunities within your existing client base


      In-house:

      This model offers... Giving you...
      Recruitment support to help grow your business
      • Access to Business Growth Managers who can help you expand your team, and provide insights into the adviser market
      • Help with navigating your business options to get the best outcomes
      • Access to a network of professional, self –employed financial advisers to help your business grow
      A Strategic Relationships Consultant dedicated to supporting your business
      • Support in establishing structures and behaviours to help you get the most out of your client relationships
      • Access to a range of helpful tools, including meeting agendas, client advice process maps and referral scripts
      • Supporting campaign material to help you identify advice needs
      A relationship built on trust
      • Access to a focused and responsive team made up of your MLC licensed financial planner, their Practice Development Manager, and your dedicated Strategic Relationships Consultant
      Diversified service offering
      • Guidance on how to add value to your business
      • Access to data mining tools that can uncover advice opportunities within your existing client base
      • Support to retain income coming from financial advice

      To learn more about introducing wealth to your business, contact Paul Van Suylen (Manager MLC Growth and Alliances) on 0448 759 022 or at paul.van.suylen@nab.com.au

    • If you decide to expand into wealth, we’ll assign a MLC Strategic Relationships Consultant to help prepare your business for the changes ahead. In three simple steps, we’ll make sure you have all the information you need to take on wealth successfully.
       

      STEP 1: Find out what’s right for your business

      We offer a range of models that can be tailored to suit your business. In the beginning, we’ll: 


      • Help you understand the wealth opportunity
      • Work with you to determine the best model for your business
      • Help you build your wealth offering using your chosen model
      • Introduce you to relevant partners within our network who can support you along the way.
         

      STEP 2: Comprehensive on-boarding support 


      We’ll help you build on your existing processes, and be there to support you as you grow. This will involve:

      • Defining what type of on-boarding support your business needs
      • Working with your MLC licensed financial planner to outline your business requirements
      • Giving you access to comprehensive training.
         

      STEP 3: Getting the most out of your client relationships

      Once you’re set up, we’ll show you how to segment your client base, start talking about wealth with your clients and make the most of opportunities in your database. To do this, we’ll:

      • Help you embed wealth into your client value proposition
      • Guide you to have successful wealth conversations with your clients
      • Help you understand your new service offering
      • Equip you with client templates
      • Invite you to attend professional development forums.
         

      We’re your partners in wealth

      As wealth becomes an integrated part of your business, we’ll be here to offer support as your needs change. From building on your offering to connecting you with professional financial planners, we can help you adapt your business for the future.

      To learn more about introducing wealth to your business, contact Paul Van Suylen (Manager MLC Growth and Alliances) on 0448 759 022 or at paul.van.suylen@nab.com.au