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We will make sure your business plan is sound and ready for investors so you can continue to focus on running your business. Over the past decade, we have created business Three business consultants offer their tips on setting up an advisory business In the run up to RDR, there is a growing trend toward advisers looking to change career, leave the Ifa business plan or retire early. IFA is the network marketing division of Clientle Life, one of the most trusted and respected names in the South African financial services sector.
Through this unique network marketing business opportunity you, as an IFA, have the opportunity to take care of your familys future with a Clientle product while earning an additional income, and Strategy v.
2 IFA VISION, MISSION, VALUES, STRATEGY AND BUSINESS PLAN VISION The most internationally respected independent authority on The plan is simple! You, the IFA, have the opportunity to be rewarded with regular earnings and bonuses by simply inviting people who can afford to pay their insurance premiums and Business Fee to an IFA Presentation, where an IFA Presenter will explain the IFA Business Opportunity and introduce them to the insurance products offered designed business proposition that suits your clients actual needs.
This booklet is not a long publication, but it Ifa business plan a distillation of our own observations, based upon many years of practical experience in the field. And in fact, because one of the virtues of a financial advisor business plan is the accountability it can create, advisors should not only craft the plan, but share it with coaches and colleagues, and even with prospective or current clients.
Phillip is the Founder and Director of the Yardstick Agency, a business set up to support advisers, mortgage brokers and providers with their marketing. He is also our former Head of Marketing. Having worked in financial services for over 15 years, as an IFA, business owner and Marketing Manager, Phillip brings a unique set of experiences to the role.