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The financial advice industry is demanding. To be successful, you need to invest significant time in understanding your clients’ needs, and offer quality advice. Yet servicing large client registers can be expensive in terms of administration, time and money. To provide all your clients a quality and dedicated service can often leave you stretched.
DISCOVERY is a market-leading initiative to help you run a more efficient and profitable business, while ensuring that clients continue to receive quality financial advice.
Through DISCOVERY, you can transfer selected clients and release capital, safe in the knowledge that those clients will be transferred to new advisers that share your commitment to delivering quality advice. This can help you focus on your more valuable clients, allowing you to deliver a more dedicated service.
By helping you transfer part or all of your client register on favourable financial terms, DISCOVERY offers you the opportunity to build an even more profitable business with higher potential value.
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