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Developing Your Business

We have an experienced team of field-based business development managers on hand to work closely with you.

We have members who started out as lone advisers who are now running companies of ten and doing incredibly well. It’s really nice to see and recognise that.

- Jack Fraser, Senior Business Development Consultant

Our aim is to set, achieve and celebrate goals together. We’ll ensure that we fully understand your business needs and agree to a strategy that is specifically tailored to supporting you.

This Includes:

  • Client Bank Management
  • Advice on maximising existing client relationships with guidance on marketing material and contact strategies.

  • Sales Development
  • Sales process and skills training to maximise lead conversion and case size.

  • Strategic Planning
  • Assistance with setting business objectives and priorities.

  • Lead Generation
  • Guidance on how to expand current lead flow through client referrals and lead purchase.

  • Recruitment
  • Assistance with adviser, management, and support staff recruitment.

  • Business Referral Opportunities
  • Facility to introduce leads to other advisers who specialise in areas such as commercial business, wills & trusts, surveying, wealth management, and equity release.

To benefit from this and more join Stonebridge today >

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