✓ Access to pre-qualified leads
✓ Due Diligence undertaken
✓ Clients waiting for a call
✓ Cashflow Assistance
✓ Online presence
✓ Introducer opportunity
✓ Referral opportunity
Up To 85% Retention, Unlimited Qualified Leads
Lead Generation
Business Starter Pack
✓ Laptop
✓ IT Support provision
✓ Advice software tools
✓ Business cards
✓ Client document folders
✓ Client brochures
✓ Compliment slips
Administration
✓ Dedicated administration support
✓ Provider liaison
✓ Payment management
✓ Advice documentation templates all produced and pre-approved
Engagement
✓ Client communications schedule – content, production and distribution done for you
✓ Adviser engagement schedule
✓ Adviser development programme – access to CPD events
✓ Dedicated Business Manager to support quality measures and business growth
New Starter Promotion
✓ Announcement template for email and post
✓ Announcement advert
✓ Access to Marketing toolkit
✓ Personalised Marketing Plan
✓ Dedicated web page
✓ Personalised consumer guides
✓ Dedicated Marketing support for bespoke requirements