Become a Carrick Partner

A guided process, based on the Carrick philosophy and culture, ensuring the best outcomes for you and your clients.

The Carrick Partners Value Proposition

Business Administration Support

Payroll

FSCA Business Compliance

Human Resources Services

Recruitment Services

Taxation

Product Suite

Property

Asset Management

Consult

Lead Generation

Corporate JV’s

Online Campaigns

Seminars/Webinars

Training

Advisory

Marketing

Product

Business Development

Carrick Prime

1-Page Global Valuations

Data Management Campaigns

Business Analytics Data

Servicing

Business Succession

Book Buyback

Terms of Business

International Market

South African Market

Marketing and Brand

Personalised

Marketing Strategies

Content Creation

Dedicated Award Winning Marketing Team

Advisor Administration Support

Pre-Sign-Up
(Information gathering, FNA and quotes)

Sign-Up
(Automated and paperless)

Post Sign-Up
(Advisory and compliance support, case workflow and servicing administration)

Increase Revenue, Assets Under Management and Client Experience

  • Access to Carrick’s global wealth management offering and financial planning solutions, inclusive of offshore and onshore solutions
  • Lead generation with defined return on investment parameters
  • Market-leading, marketing and brand building support
  • Bespoke training and development programs

Decrease Costs, Risk and Complexity

  • Enhanced compliance support focused on practice management solution
  • Access to Carrick Prime, a complete enterprise management software solution for advisors and clients
  • Dedicated paraplanners and business administration support

Future-Proof Both You and Your Clients Future

  • Client servicing structures ensuring your clients always receive best advice
  • Carrick book buy back option to allowing for an efficient exit strategy
  • Access to research and development on product, client trends and industry insights

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