Business Development Agreement Partner

What it means to be an Accountant Business Development Agreement (BDA) partner

As a BDA partner, you will:

  • Confidently refer your clients to RISE, for advice in relation to Super strategies, Investment advice, Risk Insurance and Estate Planning.
  • Receive strategic Independent Advice, quality presentation of our advice, the outcome and improvements for your clients at a relative fee.
  • Receive Monthly Progress Reports, to keep you up to date with the progression of our advice to your clients.

 

The advantages of being an Accountant Business Development Agreement (BDA) partner

As a BDA partner, you will:

  • Deal with qualified and experienced Advisers
  • Receive complete Financial Planning services
  • Receive referral fees – Paid Quarterly
  • Receive client Progress and Revenue Earnings Reports – monthly
  • Attend monthly management meetings (if required)
  • Gain marketing initiatives (largely managed and catered for by RISE)
  • Benefit from staff education and training sessions

 

Objectives

The objectives of the BDA partnership is to provide those clients who need assistance in Financial Planning with a trustworthy source of information.

Such Advisers should:

  • Preferably have their own financial services license that is not under the influence of institutions
  • Provide advice that is unbiased and in the best interests of the client
  • Deliver high quality services that compliment your own level of professionalism

As a result of this, you can expect to:

  • Increase your understanding of the financial services industry
  • Secure long term relationships with your current and future client base
  • Increase revenue for your practice
  • Increase staff productivity by way of providing efficient processes for referrals