THE EDGE DIFFERENCE
In the financial services industry, advisors often find themselves running tirelessly on the hamster wheel due to internal and external KPIs, targets and product-heavy approaches. Our mission at EDGE is to free advisors from that pressure so they can focus on real advice.
There needs to be a strong shift from advisors merely spewing product knowledge to professionals who care and will share meaningful advice with their clients.
THE EDGE APPROACH VS THE TRADITIONAL ADVISOR MINDSET
At EDGE, we recognise the importance of working with partners who share our values and approach, creating a cohesive, purpose-driven ecosystem between EDGE advisors and our partners.
While traditional financial services can often become ‘just another sales pitch’, we encourage our advisors to extend beyond pushing products to clients and meeting targets. We believe service is about identifying our clients’ needs and making sure that they have the support, strategies and care necessary to accommodate their circumstances.
UNCOVER AND DISCOVER NEEDS
Our core philosophy ‘uncover and discover needs’ encourages a shift in traditional thinking. As a director, Allan sees the value in this every day. He recently worked with a client where he followed his usual EDGE approach, listening to his client and taking the time to understand their needs. A competing financial advisor came at the client with another service pitch, but unlike Allan, offered generic advice and a ‘vanilla’ product without due diligence.
Naturally, Allan landed the client.
Allan’s analogy describes EDGE as the ‘new parent’ improving old methods with the goal of transforming how people perceive financial planning.
An Innovative Approach to Financial Services
At EDGE, we prioritise our advisor’s well-being and growth, treating them as our ‘primary client’. We understand that the better equipped the advisors are, the better their performance. Ultimately this leads to happier clients who feel their needs have been taken care of. This approach increases sustainability and reduces pressure on our team.
“We want to get advisors into the right space as it will spill over into their meetings, which means providing unwavering honest advice.” – Alistair
One way we work to achieve this is by offering advisors multiple streams of income through their product offerings. This also allows for a more in-depth approach to solving clients’ problems and fulfilling their needs by placing more options on the table.
QUALITY SUPPORT STARTS WITH INTERNAL CULTURE
While many financial advisors are qualified, few receive ongoing training. With needs and demands of the industry constantly changing, we’re committed to encouraging continuous professional and career development. We understand that the better equipped our team is, the easier it is to secure our clients’ needs.
At EDGE, we aren’t just any traditional financial advice company, our advisors are trained to put the clients’ needs first, providing advice-led support tailored to your needs and circumstance. As a team, we’re working every day to reshape the industry through empowered, supported advisors.