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When you partner with AXA FAN, you’ll receive personalised, face-to-face support delivered by a national network of experts who understand your unique needs. Following some of the biggest enhancements ever made to our offer, we now provide support in four key areas.
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Business planning
We know that good advice businesses want real business plans. Our practical approach provides you with a real business plan that meets the individual objectives of your business. Based on behavioural analysis and comparisons with high-performing businesses, our proprietary tools and expert people will help you define your business objectives and make sure that they happen.
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Client Value Proposition
An essential part of your business strategy that helps you run your business more efficiently and profitably. A CVP details the benefits a business promises to deliver to clients, and aligns business services and communications to client needs. This ensures that services provided are profitable to the business and valuable to its clients.
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Acquisitions
Our acquisition support helps your business source acquisition targets, structure the deal, conduct due diligence, arrange funding and integrate the acquired business. Support includes branding new businesses to acquire client bases, as well as assistance with start-up costs and business expertise.
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Succession
A leader in succession planning for financial advisers, AXA FAN has unique experience as a buyer and seller. We have helped many advisers achieve their personal and business objectives by well-managed successions through our advice network and advice businesses, ipac and Monitor Money.
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