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Sharing the same philosophies

For ProYou it was important to find a like-minded advice team so that the client experience was the same across all services. In this video Troy Reason talks about why he thinks they got it right with Elston.

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“I think we got it right with Elston. They truly are ProYou business partners and we’re so excited to have them on board.”

Troy Reason ProYou Business Strategy Director

Referral

Many of the trusted relationships we’ve formed with firms like yours, started with a referral. The great thing about a referral is you get to see how we work and how we communicate with you and your clients, before you commit to a more formal arrangement.

Partnership

When you enter into a partnership with Elston, your firm can benefit from fee sharing. This is related to the time you invest in the collaborative process. It also has the potential
to create an additional income stream for your practice.

Joint Venture

If you want to set up a full service, financial planning business within your own practice, Elston can establish a joint venture with you. This approach allows you to grow your business without growing your staff, or taking on the burden of compliance.

A team of advisers

Your clients won’t just get one adviser. They’ll get to work with a team of advisers. This approach provides easy access to specialist skills and improves the relationship by making sure there’s always someone on hand to help.