What we can see above is the need for a system that makes sure you have a way to engage with your clients and new leads, which also provides a systematic process to convert those requests to commissions.
The goal should always be an engine that makes money and allows you to scale to whatever level you want.
There is a new opportunity here: Location is no longer a boundary.
Many of the financial specialists we have spoken to over the years have felt bound by the people in the office and its location. This meant for example, I’m in Melbourne so therefore that’s where I work and grow the business.
With COVID, these rules were smashed.
Video conferencing is normal. Business over the phone is normal.
You are not limited to local business and clients or those within easy flight times. Far from it. You can set up partnerships with like-minded people across the country, acting as one using digital platforms. This gives you the strength you need so your book of business is larger, giving you more leverage.
After all, whoever owns the client wins. Yes, the vendors handle the transaction, but you need to own the client not the transaction.