Description:
- Provision of office space and full infrastructure for financial planners
- Full suite of administration services, i.e. new business finalisation, client services and client retention mechanisms
- Telephony services, i.e. internet, email, telephone, voice logging, secure storage of data, full suite of Microsoft access
- Access to business coaching and client advice support
- Assistance with practice management
- Training support, i.e. technical and soft skills training
- Access to an effective leads system
- Financial support
- Support with succession planning
- Support with unlocking of equity from adviser practices
21 Mar 2025;
from:
gumtree.co.za