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.
BECOME THE PARTNER YOUR CLIENTS NEED
What they're THINKING.
"I want someone I can trust to handle my financial needs professionally and make it easy."
Clients are overwhelmed by complexity and need assistance to navigate multiple service providers.
What they're ASKING.
"What are your fees and what services do you offer?"
What they're NOT ASKING.
"Who else do you work with?"
What they’re REALLY asking is will you make their life simpler through an extended network of service providers and can they trust you with their broader financial needs without stepping out of the relationship.
OPERATE AS THE GP - WITHOUT LOSING YOUR SPECIALIST EDGE.
Your a specialist but your client needs more.
Act as your clients’ general practitioner identifying all financial needs, coordinating specialists outside your core services offering and 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
