1

Do I need this BSP to reach my growth goals? (Or can I do it organically?)

2

Is this the right book? Does it fit with my current Practice/Advisers and is there real value and opportunity in it?

3

How to integrate it and introduce it to my Practice and to my Advisers - quickly, effectively and making sure you maximise the opportunities?

We can tell you the size and shape of the additional growth opportunity in any new BSP book you are considering and we will help you create the perfect client book for each of your Advisers. We can make your investment in new clients more effective, more quickly.

What people say

Deciding on doing a BSP is always a big decision, choosing which one, even bigger. The modelling review with Guy using his tool kit was invaluable. Using research to onboard them was a stroke of genius
Ashley Gregory, BlackFin Wealth Management
GHW reviewing our proposed BSP was invaluable. They modelled the potential value sat in the client book, analysis of these opportunities including average client values, referral rates and how the book could be split across the advisers totally transformed the way we approach BSPs
Ed McKenzie, Mikenzie Wealth Management