Client Call Offer For Financial Planners

Client Call Offer For Financial Planners

Due to the Royal Commission, Financial Planners from around Australia are complaining to us that the extra compliance and workload is making life tough.


Add to this the challenge to try and contact every client and make sure they still want your services or products before they summarily cancelled and there just doesn’t seem to be the time or resources to make it happen. This means lost revenue for you and the loss of your service for your clients.


We are looking to accept a limited number of Financial Planners that we can support and help with this challenge.