Partnering with SFP Wealth will not only ensure additional revenue, but solidify your relationship with your client to ensure improved client retention and sustainable business growth. This is achieved without incurring unnecessary expenditure, while increasing the capacity to grow the value of your practice.
SFP Wealth registered financial advisers own their practices and are encouraged to maximise the value of this business asset. By making use of well-founded practice development techniques and principles, you are able to enhance the intrinsic value of your business.
We understand that running a profitable financial planning practice is challenging. SFP Wealth therefore assists you through our bespoke practice development programme to: