Breaking new ground

Kreatio Userss
clock • 6 min read

For those IFAs already providing individual advice, entrance into the corporate or group market to s...

For those IFAs already providing individual advice, entrance into the corporate or group market to sell cover can be a natural progression. If approached with the required forethought and preparation, it can become a successful and profitable method of growing the business. Ready supply While smaller IFAs often shy away from this area, in many instances they may have a ready supply of potential clients. Ian Smart, marketing technical support manager at Scottish Provident, says: 'We always advise targeting the existing client base for those IFAs wanting to enter into keyperson or sha...

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Kreatio Userss
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Kreatio Userss

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