First Mutual - Helping build Firms of the Future
The greater range of value added services that First Mutual offers will help advisers become more relevant and valued by their existing clients as provide a platform for attracting new clients
The program enables advisers to generate additional revenue where advisers deliver these services directly to their clients and through revenue share arrangements where First Mutual or its Alliance partners deliver the services.
First Mutual is a Service Provider to the Financial Planning and Accounting industries, and via such to their Clients
First Mutual has created innovative and systematised practice management processes designed to improve the operating efficiency and generate greater revenue for accounting/financial planning based practices.