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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 greatest opponents,” Konopaski states, underscoring the agency’s readiness for the problem and to carry top-tier monetary recommendation to areas which have been 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 help and responsiveness, underscoring the agency’s dedication to facilitating a easy and environment friendly changeover for advisors. Snitzler highlights the professionalism, velocity, and problem-solving prowess of the Designed Wealth Administration workforce, emphasizing their capability to adapt processes to satisfy 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 distinct form of monetary advisory—one which values flexibility, know-how, and, above all, consumer relationships.
Seamless transition, unparalleled help
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 establish their goal market as a portfolio supervisor with $200 million. Our goal market is an advisor that places the consumer first in any respect ranges of property,” Konopaski emphasizes. This precept guides the agency’s operations, from its know-how selections to its compensation fashions, guaranteeing that advisors can supply the absolute best service to their shoppers with out the constraints typically imposed by profit-centric enterprise fashions.
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