It’s important to spend some time doing your research. You need to look at how you can develop new client relationships and expand existing ones. Building your database of professional connections also has the potential to be very rewarding for your business. It can help generate and lead to a profitable long term arrangement.
We’ve produced a range of training support material to help in your approach when targeting new business.
Attracting new clients
Information gathering/External sources PDF: 121KB
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.