It’s great to work with a forward-thinking network that allows us to get on with growing our business.

Before joining the Cornerstone Network, Dean Fleming sought greater support and advanced technology to expand his business. With extensive experience as an employed adviser at MAB and RBS, he began his career at L&C before transitioning to self-employment in 2020.

Below, Dean Fleming shares his experience of moving to Cornerstone, highlighting the seamless onboarding process, advanced technology, and strong support network that have contributed to their business growth.

Seamless Transition

“The process of registering with Cornerstone was quicker than expected, and I was kept informed at every step. Milo was instrumental in making the transition smooth, as this was my first experience novating networks. Fortunately, I was able to continue supporting my existing clients from day one, which was invaluable, especially considering that my transition took place in March 2023.”

Clear and Transparent Terms

“The terms and commission splits were easy to understand, and the accounting team provided comprehensive answers to all my queries, which I greatly appreciated.”

Efficiency Through Advanced Systems

“One of the main reasons I switched was for the use of Acre. It’s extremely time saving and state-of-the-art. Clients can see the difference and it saves us a massive amount of time. It’s built around being compliant so there are no worries about missing a document or having a case at the wrong stage. This is amplified by the amazing admin team who will help sense check cases which means we can focus on helping more clients.”

Simple Referral Process

“Using the cornerstone insider portal takes less than 30 seconds to refer over opportunities to other parts of the wider network. Clients are contacted promptly, and the information is updated on the portal, so you know where your referral is sitting at, instantly.”

Business Growth and Financial Success

“After finishing on a record year for the business, we’re aiming for another record year in 2025. We’ve grown from 1 adviser to 3 advisers with more in the pipeline. This has been down to the excellent support and systems that cornerstone has provided us with.”

Experience with Cornerstone

“Working with Cornerstone has been a great experience. All queries are answered and there are multiple contact points for different parts of the business. It’s great to work with a forward-thinking network that allows us to get on with growing our business.”