Financial advice and wealth management
Before commissioning marketing, establish who can approve it and which prospective clients the firm wants to reach. Agency Network Solutions reviews those requirements and assesses whether a specialist in the network is a suitable fit. There is no charge for our assessment, and an enquiry does not commit you to an introduction.
What is holding progress back?
We turn the clearest constraint into an agency brief.The decision
A campaign has limited value if the firm cannot approve the material or if the enquiries fall outside the service it provides. Before discussing channels, establish the intended audience and who is responsible for reviewing communications. Where financial-promotion rules apply, the work must account for them from the outset. Approval capacity belongs in the plan, alongside the acquisition objective.
How we help
Wealth management
A wealth management firm may be considering several different sources of growth. Retaining a relationship when wealth passes to the next generation is a different brief from attracting someone who has never heard of the firm. A website can explain how the team works with families and what a first conversation involves. It should not promise that inherited assets will remain with the firm.
Professional introducers need a clear account of who the firm serves and how introductions are handled. That can affect the material produced for accountants or other professional contacts, as well as the public website. The aim is to make a relevant conversation easier, not to imply that a referral arrangement already exists.
An acquired book brings another set of communication and onboarding questions. Digital work may support that transition; sourcing a book or advising on an acquisition is outside this introduction service.
Before recommending anyone, distinguish these priorities from a general request for leads. Establish whether the firm provides advisory or discretionary services and who reviews any statements about investment performance. The agency brief should fit the permissions and operating model of the firm that will publish the work.
Why use a specialist
External help is useful when it fits the approval process and addresses an agreed acquisition or onboarding problem. A proposal should account for the time between an initial enquiry and a client relationship, rather than treat every lead as equivalent or every month as a complete buying cycle.
If nobody can own approval or the intended client profile is unclear, resolve that first. An agency can support a defined process. It cannot remove the firm's responsibility for what it communicates.
How we assess the fit
The assessment is complete without relying on figures that are not cleared for publication.
We publish no delivery results for financial advice or wealth management firms. Any recommendation depends on evidence for your brief. If the fit is not there, we will say so.
Get a recommendation for your briefThe opening conversation
What does your compliance process allow you to publish, and how long does sign-off take?
Are you growing assets under advice, or replacing a retiring adviser's book?
Which part of onboarding costs the most time?
The introduction process
You can reach us through the website or a referral, or we may have contacted your firm directly. There is no brief to prepare at this point; start with what you would like to change.
Before the call, we review the information available about your firm and prepare the points to explore. The conversation covers how Agency Network Solutions works and how we are paid, then the requirement itself.
For an advice or wealth firm, we review its published proposition and prepare questions about the approval route and review times; the firm confirms those arrangements on the call.
If there is a suitable fit, we explain the recommendation and make one introduction. The specialist's initial assessment, at no cost and no obligation, sets out the proposed scope, what the work would cost and how it would be measured. A separate detailed audit or delivery project may be chargeable; its terms are agreed with the agency.
Nothing in the assessment or introduction commits you to paid work. You can decide not to proceed after meeting the specialist. If you do go ahead, you agree scope and price directly with the agency; Agency Network Solutions is not a party to that contract. Our service remains free to your firm. The agency's own work is priced separately.
Clear about who pays
The agency pays us, and only once an introduction turns into a working relationship. That is deliberate. We are not paid for making introductions, we are paid for making good ones.
Recommending the wrong specialist costs us money and costs us the reputation that makes the next recommendation worth anything.
A directory is paid the moment a listing goes up. Nothing that happens afterwards changes what it earned.
Questions before you enquire
No. We have no advice or wealth delivery results to publish. We assess evidence relevant to your brief and decline if a suitable fit cannot be established.
The principal's requirements must be established first. The agency brief must reflect the firm's permitted activity and approval arrangements.
Do not assume so. Responsibility for reviewing and approving material must be established with the firm, principal or an appropriately permitted approver before work starts.
Yes. The assessment can cover digital communication or onboarding. It does not include investment advice, acquiring client books or a promise of assets under management.
No lead outcome is guaranteed. If lead generation is proposed, establish the source, qualification criteria and any sharing arrangements before agreeing the work.
Get started
Start with the intended outcome and any approval constraints. You do not need to prepare a campaign brief.
Every enquiry is reviewed personally by Gabriel O'Connor.
1 of 4Quick questions to help us understand what you need
There are 3 more short questions to come. Then you can send your answers by email.
One conversation
Tell us what needs to change. We will take responsibility for finding the right specialist.
Get a recommendation