Ongoing support and help in building your business
Advisers joining Lighthouse Financial Advice are not left high and dry once they have completed their initial training. Transitional Managers and Business Development Executives are on hand to ensure that they are able to make the most of the resources available to them.
The amount of help you need and the time it takes will vary, depending on your previous experience. Your Transitional Manager will understand your strengths and weaknesses and will be available for as long as you need them. Whether you would like more training on using the full capabilities of our straight-through business processing system, or would like to learn how to deliver a seminar to a room full of people with confidence, your Transitional Manager will be able to help.
In addition, all advisers joining Lighthouse Financial Advice advisers have access to a Business Development Executive. These are experienced financial advisers who, in addition to practicing as financial planners, help advisers achieve their full potential. Depending on your business plan they will be able to help you:
- make contact with local affinity group partners
- develop connections with other professional advisers such as accountants and solicitors
- run financial planning seminars, for example in local schools and hospitals
- generally be on hand to advise you on developing business.