Business Development

Grow your client bank


Our business development support is ideal for advisers who have those old client banks lurking in the cupboards, those old legacy clients that don’t have an active service plan whom could benefit from a quick call to remind them who you are and endeavour to get you a new appointment to discuss their needs. Maybe you have bought a client list or telesales list and need someone to sit and work through it to gain new clients to advise. Let us do that for you whilst you continue to build relationships with existing clients.

The benefits of having someone calling old clients or new potential clients is huge! Other advisers who use this service have seen an increased initial income and building their businesses further.

  • From £67 per hour