Why This Matters To You
AMM Connect was created for businesses just like yours.
Offer financial services without the burden of sourcing, managing or following up on referrals.
Our model allows you to go beyond your core services and expand your offering, enabling you to meet any of your clients’ financial needs without the burden of heavy lifting, while delivering a high-value, high-quality, and high-trust experience.
The Vision
Elevating professionals through integration.
AMM Connect is a trusted referral ecosystem that enables professionals like you to offer services beyond your core offering without the need to source, manage, or follow up on referrals, helping deliver seamless client outcomes and unlock new revenue opportunities.
THROUGH THE LENS OF THE CLIENT
What they're THINKING.
"I want someone I can trust to handle this properly and make it easy."
They're overwhelmed by complexity and don't want to chase multiple providers.
What they're ASKING.
"What are your fees?"
"What services do you offer?"
"Who else do you work with?"
What they're REALLY asking is will you make my life simpler and can I trust you with my broader needs?
What they're NOT ASKING.
Clients won’t ask for integrated services — but they expect you to offer them, or refer someone they can trust, without stepping out of the relationship.
EXPAND YOUR OFFERING WITHOUT
ADDITIONAL OVERHEADS
Offer more without hiring more through serviceintegration.
The Challenges with Building In-HouseAuxiliary Services:
- Expensive and time consuming to recruit.
- High compliance and management burden.
- Difficult to scale internally.
Why Joint Ventures Work Better:
- No extra overheads No additional compliance workload and risk.
- You maintain client ownership and control.
- Revenue shared with zero administrationburden.
OPERATE AS THE GP - WITHOUT LOSING YOUR SPECIALIST EDGE.
Your a specialist but your clientneeds more.
Act as your clients’ generalpractitioner identifying all financialneeds, coordinating specialistsoutside your core services offeringand delivering holistic outcomes.
WHY INTEGRATE SERVICES
01. Advice Gaps
Clients need more than one service. Don’t miss the opportunity.
02. Build Loyalty.
Deliver more value and strengthen long-term relationships
03. Additional Revenue Streams
Unlock new revenue opportunities allowing you to re-invest in the relationship.
04 Increased Exposure
Word spreads. A broader service offering gets you noticed.
DELIVER AN EXCEPTIONAL CLIENT EXPERIENCE EVERY TIME.
- Information Sharing with Consent
With consent, partners can share key documents so clients don’t have to repeat themselves, and outcomes arrive faster. - Alignment of Advice
Collaboration avoids conflicting strategies.
Example:
A loan structure setup without accountant input that harms a tax strategy. - Risk of Poor Integration
Poor integration leads to errors and frustration.
Vetted Elite Network
Only trusted service partners included.
Seamless Referrals
Referrals made effortlessly
Client Control
You stay in charge from start to finish.
Revenue Growth
Earn additional revenue with little effort.
Value Add
Meeting all clients’ financial needs.
Referral Tracking
Transparent updates on progress.
Quality Over Quantity
OUR SERVICE PARTNER INDUSTRIES
