How to Get Started

To help your clients and increase firm revenue, the most important step is to begin referring clients. Once identified, a typical client will receive the following:

Individuals:

Comprehensive financial plan, including asset allocation and specific investment recommendations
Individual financial planning meeting
Additional presentation from mutual fund companies or money management firms (for larger clients)
Analysis of insurance needs in relation to their estate plan

401k Plans:

Free comprehensive analysis and proposal based on their current plan or plan needs by Fidelity or other leading 401(k) provider
Individual meeting with plan trustees
Enrollment meeting for all plan participants
One-on-one investment advisory sessions for all employees

Atlantic Financial's broker dealer, Cantella & Co. Inc. has alliances with hundreds of leading mutual fund companies, money management firms, 401(k) providers and other experts, the firm can help clients with virtually any investment matter needing assistance and receive significant compensation for doing so.

Remember, your clients must be aware of the firm's new services in order to benefit from them.