Financial Planner Support Centre

If you want to start up or scale up your own financial planning business we can help!

The Planner Support Centre is an integrated system that allows Financial Planners and those who aspire to be planners to succeed in their own business on a cost effective basis.

We support you:-

• in being an effective adviser through training and ongoing coaching
• By providing a full back office system that allows for the paperwork to be completed quickly and accurately so you can spend more time where you need to be – working with clients and prospects to grow your business.
• With a way to grow an asset – We provide specialized coaching that drives your sales forward at the rate you want.
• In ensuring you create a valuable asset that is wholly owned by you and you alone.

How

Training – We have developed a training program that allows you to understand money and wealth creation quickly and easily.

Partnercorp's Andrew Robards is a successful financial planner and University lecturer. Andrew has developed a program that helps people who have little or no understanding of money and wealth creation how the process works.  His system has been developed over many years and is a proven process.

Partnercorp now runs routine training sessions that will allow you to become an accredited adviser and an effective planner over a short period of time.

Back Office – We have a team of experienced professionals waiting to support you.  In addition we have developed an easy to use software program that allows you to submit paperwork direct from your computer. You can add notes and tasks as well as track progress remotely.

You can maintain your client notes and diary on one easy to access system while assuring you get your client proposals including Statements of advice and insurance quotes developed in a timely and efficient manner.

Marketing – As an adviser you own and run your own business.  This means you own the client and therefore the asset 100%.  Our job is to help you grow your asset in a way that is timely and sustainable.  Partnercorp’s Ross Holding has been advising businesses on growth and profitability for over 20 years.  He is committed to ensuring each adviser using the Partnercorp system gets direct support in developing their business to the level they want.

Partnercorp members also receive Continuing education and marketing support:-

• Online monthly training to improve industry knowledge
• Quarterly professional development days
• Biannual licensee conference
• Online coaching (confidential client/coach only access)
• Online discussion board (password protected)
• Routine group meetings – fully facilitated

So, if you want to start up or scale up your own financial planning business we can help

Call now for an obligation free insight into this business opportunity. Click Here to contact us.