How it works
Traditionally, the focus has been on helping advisors generate new business, however there is an inextricable link between the business development activity of advisors and that of the business.
​
We see there being an opportunity for the business to open markets and for the advisors to service those markets. The business leads, en mass, with activity that gets the attention of potential clients, and the advisors establish relationships and begin the financial planning conversations.
​
Our support in this respect is to work with the business to generate and implement ideas that will place their advisors in front of new, potential clients. To this effect, we have come up with 18 different strategies that have been tried, tested and carry success stories.