We never forget your individual needs and ambitions, and work closely with you to achieve them. Our success has been built around a flexible proposition, giving real sales development and support to ensure all regulatory requirements are met. Read what some of our partners say about us.
We achieve some of the highest levels available. Payment is made on exchange of contracts and paid weekly direct to your account.
We believe planning is at the heart of a successful business. Our Business Development Managers will work with you and provide the support you need to achieve your goals.
Almost all brokers wish to grow their business whether that be as a sole trader or developing into a firm. Either way, the key is always more clients. We will help identify and recruit new introducer sources and with our fully integrated introducer portal, you will manage leads via Revolution in real time, giving both your Introducer and you transparency and unparalleled communication.
Need more advisers? We help recruit and will provide training needed to ensure success
This often represents a great but under-utilised opportunity. We will help you change that and turn your client bank into a well-farmed and serviced business. Using our fully-integrated marketing tools within Revolution, you can:
– Design and schedule email campaigns
– Design and schedule scheme alerts and campaigns
– Design and schedule regular touch points with topics of interest to keep you and your business in your clients’ world.
Dedicated Field Compliance Managers along with a dedicated team of Business Standards Case Managers based in head office will work with you to manage all aspects of the compliance process. By building relationships with you, your dedicated team understand your business, your client type and market place, allowing them to give you the best regulatory support available.
When used effectively, this can substantially increase your business brand awareness and as a result, your business profitability. We can provide support with:
– Marketing strategies
– Marketing material for you to adapt to your own style
– Setting up a website and social media profiles
– And so much more!
Offering an innovative software system developed to enhance all areas of your business from lead generation and sales progression through to business processing and customer retention.
Clients often have a need for a complete review of their financial situation that assists them in planning for their life goals.
– Delivering training on identifying areas of need
– Providing access to a financial planning expert
– Providing assistance with marketing material and development support
We provide a proposition that delivers real value to our Business Partners, and work in an open and transparent way.
No hidden extras
No monthly adviser costs
No additional PI costs
No complicated contracts