HOW MUCH IS AVERAGE consultantcy Losing?
Once a client has taken the commitment to work with you, you have formed a business relationship. The extent of that relationship, the services you provide & ultimately what you earn will be determined by your product range.
Clients need many different products & services to protect & secure their families future.
We are looking to compliment the products, services & companies that you currently offer.
You work hard to develop the trust and relationship with your clients but are you offering your clients the whole package, or are you losing potential income streams?
Nowadays clients are educated with regard to their finances. Clients realise that products that load insurance with investment are in reality more expensive than separating the two needs.
Clients will work with someone, you worked hard to get the client so why waste potentially the biggest part of what you could earn?
If you don’t have a full portfolio of products & somebody else does you may well lose the overall business.
Add another string to your bow & be seen as a true financial brokerage with all the prestige that goes with it.
Offer your clients the full package & utilise each and every clients potential income stream for your company.
Testimonials
Michael said:
"Extremely Professional, always on time etc. trebled my company's revenue streams."
John said:
"What separates them from the crowd is that they speak my language i.e. many of the Business Development Team have actually been Consultants in my area and offered these type of products themselves."
Sofia said:
"They had access to pro
Michael said:
"Extremely Professional, always on time etc. trebled my company's revenue streams."
John said:
"What separates them from the crowd is that they speak my language i.e. many of the Business Development Team have actually been Consultants in my area and offered these type of products themselves."
Sofia said:
"They had access to products and services that we had no idea existed, and have dramatically increased our bottom line."
What the ‘New Normal’ means for Consultants and their Clients moving forwards
Obviously Covid 19 has been terrible for many people, purely from a business perspective it has presented opportunities.
When Covid 19 first happened it looked like catastrophe for industries that often rely on face to face rapport building within a meeting.
When once the power of face to face meetings was key, within Covid 19 times the end clients have become much more open to working via Zoom or alternatives, or telephone.
Consultants looked for Remote/Online opportunities.
2019 and Before
Before Covid 19 times most provider companies would want fresh ink signed applications couriered to them in order to refer a client, even servicing of clients. It could take weeks to complete, sending couriers was costly and if you made any mistake, you had to do it all again!
A few companies pre Covid 19 had the foresight to make this process for new and existing end clients totally online. These companies offer the option to go old school and complete a paper application & courier over to them or with their excellent online platforms, full online initial application & ongoing paperwork, no need for physical paperwork & costly couriers.
Opportunities, Moving Online, Hybrid or Old School
A lot of major companies such as Apple, Airbnb, Twitter etc. offer fully or partial Remote or work from home. Some Provider Companies still haven’t gone 100% online, those that have, have reported higher levels of new business.
This presents an extremely exciting opportunity for Consultants.
Maybe your old school and want to work with paper applications, or a hybrid working system, still meeting the client but everything else is online or make a mix. You can stay old school or a lot of consultants like to go 100% online it’s up to you and will determine the options of the provider company you partner with.
The World is a Big Place and indeed the World is your Oyster
For many years savvy consultants have seen the extremely exciting opportunity to open up and to grow their client network in not just the city that they work, but other cities across the country they operate and around the world!
The world is a big place with many potential clients waiting to become Your clients.
From the comfort of your own office or home, not fighting the traffic and having access to clients from around the world, consultants can now via Zoom or alternatives, telephone etc. hold consultations with their existing & prospective new clients and make the full application and client service online, with select provider companies.
Depending on you and your client's location and citizenship will dictate to some extent the provider companies that you can work with. These change from time to time as per international guidelines and sanctions and the provider company that you work with views on that.
In general the list of countries and citizenships that can't be accepted is a lot smaller than those that can be accepted. So apart from the minority of countries and citizenships that can't be accepted, you have the rest of the world to choose from!