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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 guys who started as one-man bands 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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