Are you a mortgage and/or protection adviser in the UK, seeking a fresh start with a network that truly understands your needs? Look no further; Cityplus is your golden ticket to unlocking success in your career. In this blog, we'll explore the reasons why Cityplus should be your top choice, and we'll provide insights optimized for Google to ensure you find us easily.
Understanding the Challenges
As a mortgage and protection adviser, you're well aware of the complexity and ever-evolving landscape of the industry. Whether you're dealing with mortgages, insurance, wills, trusts, estate planning, or commercial and bridging finance, the stakes are high, and decisions can be life-changing. These decisions often rank among the most significant ones you'll make in your life.
The Need for a Trusted Partner
In this intricate maze of the financial world, you need a partner you can trust implicitly. Someone who can guide you through the complexities, offer an objective perspective, and bring invaluable insights to the table. That partner is Cityplus.
At Cityplus, we make the business planning process collaborative and straightforward because we understand that when you're deep in the trenches, it can be challenging to focus on strategic growth and planning.
The Cityplus "Co-pilot" Initiative
Picture having a clear, concise, and honest advisor by your side, providing a fresh viewpoint to maximise your chances of business flourishing. That's precisely what you get with our "Co-pilot" initiative.
Our approach involves dedicating time to review, implement, and test ideas while providing critical oversight feedback. Here's what you can expect:
6 Monthly Business Review: We'll analyse your firm-level MI, identify concerns, conduct trend and GAP analysis, discuss best practices, and hold you accountable for achieving your business goals.
Yearly Strategy Meeting: This comprehensive meeting includes a 6-month business review, assessment of action points from the first review, firm business MI analysis, targeted CRM analysis, product gap review, and strategic suggestions. Our priority is to provide personalised support that attracts and retains new business.
Tailored to Your Needs
We understand that your time as a mortgage and/or protection adviser is precious. That's why we offer flexibility in our meetings. You can choose to meet by phone, Skype, Facetime, or in person – whatever suits you best.
Co-Pilot Business Development Scheme
Here's the best part: our Co-Pilot business development scheme is FREE for firm business principals. Yes, you read that right. We are committed to helping you succeed without adding financial burden.
Find Us Easily on Google
If you're a mortgage adviser in the UK looking for a new network, Google us and check out our website to find out more.