Setting out to disrupt the financial advice industry was never my intention. But that’s what has happened.
When we resurrected a business model that existed in the financial industry before the first mutual fund was created in 1924, the financial planning syndicate is proving to once again bridge the “advice delivery gap” financial professionals are facing in their firms every day.
The advice delivery gap is present when the supporting dealers compensation is closely tied to an advisors sales production. In this environment, advice delivery becomes both an impediment to a dealers revenue growth and an added expense because of high compliance oversight costs. Proper delivery of advice is not truly supported.
From an advisors perspective, the need for a multi-disciplinary advisory team to support their clients ever evolving financial planning challenges is now required. This mis-alignment in objectives is what has propelled the financial planning syndicate to once again thrive.
We knew that we had to create a better environment for financial planners to align with. A place that empowers financial planners to manage their own practices using progressive, ever evolving technologies. Proven “in the trenches” training and access to industry best implementation solutions has become the baseline the industry continues to desire. The CANi Financial Planning Syndicate provides a place where entrepreneurial financial planners can voice their opinions and finally be heard.
The CANi Financial Planning Syndicate provides the progressive technology platform built by Canadian financial planners for Canadian financial planners. A platform delivered through a 100% cloud office environment within a community of supportive partners. Our members routinely state that they were initially attracted to the syndicate for the technology platform and revenue model, but stay a member because of the community.
This website provides important information to help make sure that your experience at CANi runs smoothly. Whether your desire is to promote your existing brand to your marketplace or to align with The IRONSHIELD Financial Planning Syndicate™, an established National brand, ownership is critical to your family’s future.
This is our world, by aligning ourselves with the best, we all become better.
Scott E. Plaskett, CFP®, FEA®
