The New Business Hub: Build Your Financial Advising Practice With The Right Support

When you think about building your dream financial advising practice, we’re willing to bet that paperwork is not at the forefront of that dream. While necessary, paperwork is not your unique ability. People are.

Here at Consolidated Planning, we strive to provide the very best resources to our financial advisors. When you have the very best from us, you’re able to relay that to your clients.

In this article, we’ll share what the New Business Hub is, how it benefits you and your clients, and makes your job easier and more seamless. Yes, easier.

What is the New Business Hub?

Wrapped into the planning process, the New Business Hub (NBH) is part of your workflow from day one as a financial advisor at Consolidated Planning. The New Business Hub is a team made up of highly knowledgeable individuals whose sole focus is onboarding and processing new business paperwork for you and your clients, including Guardian life and Disability and Park Avenue Securities solutions.

 

Top 3 Benefits of the New Business Hub

Let’s take a look at 3 ways you can better focus on your practice with the NBH.

 

1. Gain Time Back to Focus on Your Unique Ability

Your time is your most valuable asset. The New Business Hub helps you protect it by significantly reducing the administrative work that traditionally consumes a financial advisor’s day.

Without this support, you might spend hours each week entering and processing paperwork. With it, those same hours can be spent meeting with clients, attending events, or growing relationships — the activities that truly advance your practice.

By freeing up your time to focus on client work and strategy, the NBH helps you lean into the areas where you add the most value. And that value is certainly not sitting behind a screen all day.

2. Reduce Errors and Improve Efficiency

Accuracy matters — especially when you’re building trust with new clients. The NBH team averages 45 cases a week, bringing specialized experience and attention to detail that minimizes errors and streamlines the approval process.

While you’ll still be responsible for collecting client data, the NBH ensures each application is processed correctly and efficiently, giving both you and your clients confidence in the outcome.

Without this resource, errors or back-and-forth on missing details can slow things down. With it, the process is smooth, accurate, and repeatable — so your clients’ first experience with you reflects the professionalism of your practice.

3. Strengthen the Advisor–Client Relationship

The New Business Hub also allows you to spend more time doing what builds lasting relationships — listening, advising, and planning.

Without the NBH, your time is split between administrative tasks and relationship management. With it, you’re empowered to deliver a consultative experience, not a transactional one. And, believe us, your clients can feel the difference when you’re fully present and engaged, rather than distracted by paperwork and process.

This support doesn’t just make your work easier — it elevates the client experience, advancing trust and reinforcing your role as a true advisor. And remember, an elevated client experience is what helps build a referral-based practice.

 

Focus On Revenue-Generating Activities To Build Your Practice

If you’re hoping to build a financial advising practice that includes more time spent building relationships, and less time spent with the burden of paperwork, you might be in the right place.

Now, we’re not saying our New Business Hub is a fix all BUT it does give you more time to focus on the activities that directly generate revenue for your practice goals.

To learn more about this resource and other ways we support our advisors, talk with a team member at Consolidated Planning.

 

Exp. 10/2027

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Consolidated Planning, Inc. is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 6115 Park South Drive, Suite 200, Charlotte NC 28210, Phone # 704-5528507. PAS is a wholly owned subsidiary of Guardian. This firm is not an affiliate or subsidiary of PAS. This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity.