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Working with Mutual Fund Dealers
W
hether you're responsible for a firm of 2 or 2,000, you have a lot on your plate: from managing sales and distribution, to meeting client needs and overseeing the day-to-day processing requirements of your dealership. At B2B Trust, we realize that effectively balancing all of these responsibilities is key to your long-term success. We can help advisors meet a variety of client needs with our rich suite of product offers including banking, GIC deposits and self-directed plans. Your advisors also have access to leading investment and RRSP loans through our distribution alliance programs which offer preferred rates, or through our standard loan programs which allow for multi-fund investments. In addition to outstanding products and services and a rich understanding of your business, we’re committed to helping advisors with product education, sales support and administration – all to ensure every member of your team of financial professionals has the necessary tools to grow their book of business. What's the bottom line for you?In this highly complex and ever-evolving industry, knowing who’s responsible for what and how is the logical first step to building a financial plan that's in everyone's best interest. We believe that it all starts with putting your clients’ interests first. After all, their success is yours and your success is ours. If you don’t currently do business with us or are looking to expand your market offerings, simply go to "At Your Fingertips" and click on the products of interest under "Getting Started". |