Supporting your Clients
As a business, growing your client base and increasing profitability is vital to your ongoing success. That's why SimplyBiz will provide you with a range of resources that you can pick up from the day you join, to attract, service and retain your clients.
Prospecting
SimplyBiz Members benefit from a range of professional and compliant marketing tools, including a client facing website, newsletters and brochures.
Initial Meeting
SimplyBiz will provide you with fact find templates and a leading risk profiling tool to assist you in really getting to know your clients.
Research & Recommendation
Identify the best recommendations for your clients with a number of tools, including a FREE risk profiling tool, FREE Synaptic Licence, and much more.
Execution
SimplyBiz will provide you with a range of channels to execute business, you'll get comissions directly and benefit from market leading rates.
Ongoing Service
SimplyBiz will provide you with a range of ideas and tools to ensure your clients keep coming back to you for financial advice.
