Additional Income for Financial Advisers
Backed by Matrix
Financial advisers are at the heart of a client’s financial planning, whether for their family or for their business. Providing advice or guidance on protecting and growing assets for families and ensuring businesses and their employees are taken care of when it really counts.
“You make referrals to solicitors and then lose control of the service delivered to your clients. You hope for referrals from solicitors you work with, but these are infrequent and unpredictable. You rarely, if ever, receive any referral fees. It’s a one-way street.”
Why would a financial adviser use Matrix?
Matrix enables financial advisers to create their own law brands using our law firm operating system. In turn, this retains control of your key client relationships and ensures the delivery of the services you and they expect. No referrals. No loss of control and an additional income stream for financial advisers without regulatory risks. As a financial adviser, you can manage relationships and you are great at working with clients. So, why not apply your skillset to legal services and offer your clients that single point of contact for all of their advisory needs?
Matrix enables you to offer your own branded law services without the costs and hassle of setting up or running a law firm, and with access to back-office services, we can support you in the set up and resourcing of your business.
We source the right applications and teams
We understand that you may not have the necessary skills, expertise or knowledge to choose which applications you need to run a successful law service. That’s where Bamboo can help. Our law firm operating system delivers a range of processes and applications, including a safe and secure IT platform that’s SRA-regulated. Our additional services mean we can find the right people and even the lawyers to deliver legal services to your clients all under your brand.
We provide back office support
Matrix is a full-service, white-label regulated law firm operating system that provides a platform of back office support to financial advisers who are looking at entering the legal market. Our services support the efficient operation of your law firm’s back office, so you can focus on delivering what you do best while we take care of the rest. Our back-office services include access to an SRA-regulated structure, comprehensive systems and applications needed to run a law firm.
At Matrix, we have the platform, knowledge and tools to help lawyers and new entrants make setting up their new law brand a success by providing an efficient, scalable and adaptable back office system through our law firm operating system.
We provide everything you need to operate your legal practice, so you don’t have to. Matrix provides you with a complete law firm operating system when setting up a new law brand, so that you have all the essentials to get your practice off the ground, leaving you with the time to focus on delivering exceptional legal services to your clients.
If you are an individual lawyer who wants to climb the legal ladder but doesn’t want to wait until the right position comes along or to borrow a large sum to buy into the equity and an uncertain future, or a group of like-minded lawyers who don’t have the finance or time to take the leap, then read on to find out how Matrix can help you set up a new law brand of your own.
Increase your income with Matrix
For more information about how Matrix can create an additional income for your financial advisory business, and how we can help you to establish your own law firm brand, get in touch today to speak to our team.