Increase your practice revenue by joining the Wealth Planning Partner Programme
No matter what business your clients own, the one thing they have in common is that they all need financial advice. However, the financial needs of entrepreneurs and business owners are very different to those of the general public. ‘Off the shelf’ advice aimed at the masses won’t cut it.
We are a financial advisory and wealth planning firm with a team of expert Certified Financial Planners Retirement Planning Advisers, Specialist Investment Advisers and Qualified Financial Advisers who work exclusively with business owners.
With recent changes in legislation, accountancy practices no longer need to be regulated to refer their clients to a financial planning firm for advice and access to a wide range of financial products.
The Revenue Potential of adding a financial service offering to your practice is significant. Even small practices can earn €10,000’s additional revenue per year.
We open the Partner Programme once per year. Applications for this year’s programme open this June for a seven day period. Before the programme opens, we provide lots of FREE training which will help you increase your practice revenue. So even if you decide not to apply for the programme, you’ll get lots of valuable insights to help you to increase your revenue, margins and profits.