Be more independent than ever before.
Icon Connect operates in partnership with Independent Financial Advisors, offering them a unique broker consulting solution for their needs with added convenience and transparency.
How We Do It
We’ve moved away from the historic “product-push” mentality and built partnerships founded on a shared vision – a more transparent industry that better serves your clients.
We’ve done this by partnering with some of the most customer-centric providers in financial services, offering you a single solution focused on simplicity, convenience and objectivity.
Our Partners
We work with Sanlam, Glacier, FMI, SEED, and Capital Legacy.
With everything in one place, you only need to have one person (your ICON contact) on speed dial. With multiple product solutions, we are in the unique position to give you an objective view of the market. We’ve used this to our advantage and built a “best of breed” product partners, and a product agnostic Risk Guidance View, eliminating the need for lengthy due-diligence exercises.
All of this has been done for one reason, better outcomes for your clients.
And what’s in it for you? It’s quite simple. We give you back more TIME, we create opportunities for more REVENUE, and we help you MITIGATE THE RISKS when giving Risk advice.
Our Offering to You
Meeting Preparation
Simplified Applications
The Connected App
Product Comparisons
We make life simpler, taking the pain out of meeting preparation with our custom drafted client proposals.
Stop wasting time with reams of paperwork. We have created a single application form for everything.
No more emails or phone calls to get up to speed. We’ve put everything in the palm of your hand.
Make informed decisions and understand what value you are getting in return for your monthly premium.