Through their access to clients, affinity groups, seminars and work place surgeries they were able to provide over 50% of all of their advisers’ activity and arranged over 8000 client appointments last year. To build on this success they plan to deliver 400 MORE client seminars than last year and need the advisers to follow up the appointments from these.
If you want access to this lead source and can show that you have a good track record as a tied or IFA adviser and can build and maintain profitable client relationships then contact us today!
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