MAB I


Wealth goes live Why launch a Wealth proposition?


ncreasingly, the most forward-thinking advisery businesses have spoken about the need to provide advice, and not just product sales. MAB has always been at the forefront of delivering a great service to clients, and the importance of building long-term relationships. These are fundamental aspects of building brand reputation and trust.


Progressively more clients’ circumstances are becoming more complex and fast-changing. It’s also becoming increasingly apparent that, with many clients, great advice can only be provided if we can see the “whole picture”. So, for example, if your client has substantial savings, this may influence the size or type of mortgage required.


At the Conference, Peter focused a lot on the customer experience and not being seen as just a mortgage broker for a one-off transaction. Whether you have an in-house wealth adviser or work with our wealth team to make introductions, the service is still delivered by you/your business in your clients’ eyes, and client loyalty builds with information they receive, and the additional products and services they purchase directly or indirectly.


MAB Wealth is therefore a retention tool as well as a valuable additional income stream, that on an introducer basis can be generated by asking just a few extra questions at point of sale.


A single client with no dependants and good disposable income may be better advised to devote disposable income to increase pension contributions, income protection and savings, rather than pure life cover. Interest-only clients trapped in their current deals should really look at reviewing pension and investment arrangements to consider the funding of capital repayments. Food for thought? Read on:


What is the adviser proposition?


MAB Wealth has been designed to provide a quality wealth service with minimum fuss, and a choice of ways that you can broaden your client proposition whatever your business model.


If you want to introduce business there will be nominated advisers to which you can refer with a safe efficient process, and no complex regulatory issues to worry about.


Contracted Advisers ✔ Comprehensive bespoke induction process


✔ Compliance, approved persons, systems and control requirements taken care of by MAB Wealth


✔ No need for an approved person in your business ✔ Admin and paraplanning assistance available ✔ Lead sources provided


If you have the necessary RDR qualifications, or someone in your business has, there is a comprehensive bespoke induction process. This will allow you to trade as wealth advisers, quickly and with all compliance, approved persons, systems and control requirements taken care of by MAB Wealth.


In addition, MAB Wealth will provide all the necessary support to identify those referral opportunities and campaigns to really differentiate your client proposition.


Introducer


✔ Easy referral process through MIDAS ✔ No complex negotiator paperwork


✔ In addition, MAB Wealth will provide all of the necessary support to identify those referral opportunities and campaigns to really differentiate your client proposition


Who is behind MAB Wealth?


Protecting our brand values is vitally important. It is because of this that we have entered into a joint venture with Lifetime Wealth Management. Founded in 1998, Lifetime have unique experience in integrating wealth management into a successful mortgage and protection business.


Lifetime chose to partner with Intrinsic Financial Services to deliver their investment and pension proposition. Intrinsic are widely acknowledged to be the “class act” in the wealth management network market.


Both Lifetime and Intrinsic have a track record second to none in delivering safe and compliant quality wealth services to consumers.


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