A future for your business..
Life Assurance Companies
We assist life assurance companies with their distribution and territory management strategy. As distribution is evolving, life companies are seeking to establish more sustainable and profitable relationships with financial brokers to strengthen business persistency and create distribution certainty. This cultural shift embraces the notion of treating financial advisory firms as businesses and not simply product sellers.
Financial Advisory Firms
We help financial advisory firms make the business model transition from transaction dependent compensation, to the more sustainable recurring income model. This allows firms to clearly demonstrate their independence, build a business and deliver value to today’s more savvy financial services consumers.
We work with organisations large and small, to assist them in developing and implementing effective sales strategies as well as business-to-business management programmes within their sales, marketing and distribution divisions.
As a business we have a proven track-record in delivering enhanced sales and distribution programmes.