Once you’ve identified your potential sources of business you need to secure that all important first meeting. There are a number of factors to consider before approaching a business. It’s important to get your initial message across in a professional and effective way whilst selling the benefits of your service.
We’ve produced a range of support material to give you some ideas that can work with a business client:
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This website is designed to give professional financial advisers information and tools that they can use to help control and develop their business and should not be relied upon by private investors or any other persons.