My Dealer Group aims to connect dealer groups with financial advisers
A new service has been launched aimed at linking dealer groups with financial advice businesses.
The new offering, My Dealer Group, was announced this week and described itself as a “matchmaking” service for financial advice businesses and licensees.
Announcing the new offering, Pinnacle practice director Anne Fuchs said that while financial advisers were currently being rigorously pursued by licensees, they often did not know how to evaluate which licensee would be their best match.
She claimed the new service would offer independent, unbiased licensee/financial adviser compatibility assessments.
Fuchs said the service would involve licensees paying a fee to become a member of a panel, and My Dealer Group would then work with them to understand their unique value proposition.
Fuchs said the group was currently in the final stages of negotiation with a number of well-respected national licensees to deliver on its objectives.
She said the matchmaking component of the exercise was free to financial advisers, and revolved around a confidential fact find requiring them to rank what they are looking for from commercial terms through to culture, technology, advice, systems and processes to lead generation.
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