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Sales & Marketing

Marketing, lead generation, networking and introducer support. Advisers benefit from our common sense social media policy. 

The second pillar of support

  • Cityplus operate a fair and common sense financial promotions policy. This includes our easy to navigate social media policy. We allow firm principles or nominated individuals to complete pre-reading and a short multiple choice test to demonstrate competency. Your social media needs no pre-approval for 12 months. 

  • Utilise our Canva Masterpack of social media templates (99 templates optimised for Facebook, Instagram, LinkedIn) at no extra cost.

  • Advisers can benefit from our templated introducer approaches letters/ emails to generate new business

  • Discover our social media and marketing tactics to drive your business forward

  • Cityplus regularly hold best practise sessions on sales skills and maximising the sales opportunity across all product classes. 

At Cityplus, we recognise that it’s not always easy for advisers to compare networks against each other and understand the mountain of options and choices from various companies. That’s why we give customers our Cityplus pledge to simplify the comparison with;

  • Direct access to a director at outset to discuss whether we are the right fit for your business. 

  • Dedicated onboarding specialist to onboard you with Cityplus whether you are a new starter or experienced adviser transitioning from another network

  • A clear, concise breakdown of our package of support and commission rate card. 

  • A dedicated compliance and sales manager for your business.

  • Ongoing open door policy to the directors

  • Ongoing yearly support through our "Co-pilot" initiative. 

 

How do we work? 

Cityplus was born from advisers who have previously been advisers. After an initial discovery call or meeting with our directors, we’ll explore your circumstances, objectives, non-negotiable's and what you are looking for from a network. We know our strengths and are sure to tick almost, if not all, on your checklists.  We’ll check we are a right fit for you and your business and get you to the right solution swiftly and efficiently. 

 

Let’s chat, and start the process of establishing the right network solution for you. 

Supporting your business to excel

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