The Service Explained
...IFAs Make Contact With Me
Typically they have been in conversation with a colleague who has used my services and is highly delighted.
Adviser: "I would like timed/dated appointments with say, probate solicitors. This will be with a view to my offering services in the areas of say, Trusts and Inheritance Tax Planning."
John Jackson: "OK, I will need you to supply me with some dates which you have available between 2 and 4 weeks from now. I will also need postcodes/names of towns where you would like me to target the campaign."
Adviser: "I believe you can supply me with appointments in bundles of six, is that correct?"
John Jackson: "Yes. These will generally be with a Partner or Head of Department... and the person you meet will almost always be the one I have personally spoken with. One last thing I need from you: Names of any firms which you DO NOT wish me to contact."
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