Present the professional, disciplined nature of the IFA Agenda, presentation and action any requests same day or next record minutes of all meetings
Enthuse:
Understand who the IFA category we are targeting, the landscape they are working in, competitor influences, events that will enthuse, critical moments of truth used.
Ensure long-lasting, deep, and meaningful relationships with the IFA
IFAs to move from non-active supporters to active supporters, to ambassadors
Educate:
Enhance the perception that IFA have that Momentum are thought leaders.
Be the IFA's source of information and educator within Momentum
Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings
Enable better financial planning and advice outcomes
Enable/ Empower:
A competitive advantage in the future world of the consultant will be the ability to apply excellent knowledge with the ability to meaningfully contribute to the growth of the IFA's practice.
Consultants develop a trusting relationship with the IFA within which business advice can be given and hence growth the business
Consultants help grow the IFA's practice by identifying and focusing on new products and new client segments, as well as new channels.
Continuously assist the IFA to optimise his/her book, by effectively using the campaigns on offer to satisfy further needs of their client base.