Planners Wealth Partnership Programme

WealthPartnershipProgram

Wealth Partnership programme

Do you need support in building a future-fit business model, and in providing future-fit advice and wealth planning investment options to clients? Why not partner with us through the Wealth Partnership Programme?

A practice manager will work with you in a structured manner to ensure attention to the really important business issues. A business management programme can be tailored to suit your specific requirements and focuses on:

  • Enhanced client engagement
  • Client profitability through differentiated services and management
  • Staff development
  • Aligning remuneration and incentives to business objectives
  • Strategy planning and business plan implementation
  • Succession planning for win-win results

Should you be interested in finding out more about our Wealth Partnership Programme, feel free to contact us.