Monetizing Non Active Clients

Every IFA has a large amount of inactive people within their client bank. Many of these people could potentially benefit from new financial products and services. Some of these could be outside of those normally offered by an IFA. With your permission, our partners can contact your non active clients, and politely ask if they could be interested in any of these services.

You will be paid a 25% introducers fee on any business generated through these enquiries. This is all extra income that you would not otherwise have earned, and the proceeds can be substantial.

New Revenue Streams from your Client Banks

We can also help IFA's to earn other introduction commissions. These can be earned by referring your clients to related trusted and relevant service providers. For example, referrals to recommended accountants, solicitors, mortgage or finance providers, and many other services.

You will be paid an introduction fee, and your clients will receive a unique discount code. You can offer these referrals yourself during client conversations, or we can market these opportunities to your client banks for you.

We can also help IFA's to turn their clients into advocates for their business, potentially generating lots of new business. Word of mouth is consistently prove to be the most persuasive factor in marketing.

We have a process in place that makes these referral processes very simple. Please call 0800 1455840 for more information.