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Do you want new clients and more revenue, plus more profit from your existing clients?
Call us on 1300 766 156 to discuss this exciting new opportunity.
Buying a Financial Planning Practice or Client Book
The market for acquiring Financial Planning Practices or Client Books is competitive.
Register here as a buyer
How can I improve my chances of buying a Practice or Client book?
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Have your finance pre-approved;
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Sell yourself – it is likely that a Vendor will have many offers to choose from – he/she will be most attracted to a buyer who presents well;
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Put yourself in the Vendors shoes -understand the emotion of selling client relationships, and the sales process the Vendor has gone through to get to this point;
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Have a high level plan for transitioning client relationships and integrating the acquisition.
ph 1300 766 156
Doc 0191
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MORTGAGE/FINANCE BROKING JOINT VENTURE" There exists an extraordinary business opportunity for Financial Planners to source new clients and to introduce existing clients to Mortgage and Finance broking services"
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