Your Financial Planning Manager understands that trusted referral partners are crucial to building long sustainable relationships and creating a better outcome for your business and clients.

In this weeks Friday Five, we mention Five trusted referral partners that Your Financial Planning Manager can introduce you too.

Family / Estate Planning Lawyer

Having a trusted Family Lawyer to refer your clients too is crucial as your need to know they’re being given the same service as you would provide them. Your Financial Planning Manager has partnered with a trustworthy, respected Family Lawyer who will provide your clients with the service they deserve. 

Specialist Financial Planning Lawyer

Your Financial Planning Lawyer has specialist knowledge and expertise in Financial Planning and can provide advice and peace of mind when your business needs it most. 

Financial Planning and Mortgage Business Broker

The Business broker that Your Financial Planning Manager uses as its referral partner has access to a large network of potential buyers and sellers and can help you find the right buyer / seller for your business and increase the chances of a successful transaction. 

Marketing

Your Financial Planning Manager’s marketing partner specialise in Financial Planning Businesses, which is important as marketing plays a critical role in attracting and retaining customers, building brand awareness, and driving business growth. 

Outsource Financial Planning support providers

As an outsource provider Your Financial Planning Manager knows and understands the benefits of outsourcing your CSO work, Research, SoA’s and Implementation work and has partnered with a leading Australian based outsource provider who can complete all your Financial Planning paperwork. 

Your Financial Planning Manager is an outsource expert in the Financial Planning industry and has partnered with other industry leading experts to provide a range of services that can add real value to your business, improving business growth, efficiencies and client engagement.



To find out more information visit our website www.yourfinancialplanninghub.com or call Chris on 0452 622 210.