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ARTICLE BY

  • Gavin Gehlig
  • CEO
  • GrowthHouse

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As the financial services industry continues to grow and evolve, there has never been a better time for independent financial advisers to join a dynamic multi-faceted brokerage.

A good brokerage will offer access to a wide range of products and solutions from reputable companies, ensuring that each client’s unique needs are met with tailor-made solutions and financial advice. Multiple provider contracts and category licensing enable independent financial advisers to grow their businesses by attracting new clients, leveraging existing relationships, and providing exceptional service to their clients. Advisers also enjoy contract flexibility, simplified practice management, professional marketing support and succession planning.

However, there are more reasons to consider joining a brokerage.

Exceptional working culture

Running your own business can be lonely – especially when you’re looking to bounce ideas off someone or get their advice. A brokerage can provide an environment that is supportive, collaborative, and empowering.

Access to world-class tools and support

Most independent financial advisers are looking for more than just a job. They want to be part of a company that shares their values and supports their growth and development. A good brokerage will offer world-class tools and support to help advisers succeed in their careers.

Opportunities for growth and development

Financial advisers naturally want the best for their clients. A good brokerage with a strong focus on expert financial advice and tailormade solutions will help clients achieve financial wellbeing while empowering everyone in the team to flourish.

Values and ethics

Integrity, trustworthiness, and service should form the bedrock of a financial advice business. A good brokerage will have like-minded people treating clients and each other with respect and honesty, fostering a culture of transparency and trust.

An experienced and supportive leadership team

Being part of a team led by experienced professionals who understand the needs of advisers will ensure that you have the tools and support you need to deliver the best possible service to your clients. GrowthHouse is proud to be a 57% black female-owned business that brings together a diverse range of financial skills and expertise from our partners. Our team comprises seasoned professionals with years of experience in the financial services industry.

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  1. APPLICATION OF TERMS
    • These terms and conditions (“Subscriber Terms”) apply to the subscription by any qualifying member of the South African Underwriting Managers Association NPC (“SAUMA”) to the services and benefits offered by FIA Services (Pty) Ltd (“FIA Services”) under the SAUMA affiliation arrangement (“Subscription”).

  2. NATURE OF SUBSCRIPTION
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      • is governed solely by the contractual relationship between the Subscriber and FIA Services.

  1. ELIGIBILITY
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    • If a Subscriber ceases to be a paid-up member of SAUMA, the Subscription will correspondingly be terminated.
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  1. SERVICES
    • The Subscription entitles the Subscriber to the following benefits:
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  1. FEES AND PAYMENT
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  1. ONBOARDING
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  1. TERMINATION
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    • Termination by the Subscriber shall not relieve the Subscriber of liability for any subscription fees accrued up to the effective date of termination.
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  1. GENERAL
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