2. Relationship Triangle Flashcards
1
Q
Introduction
A
By having bespoke and personalised service it creates this relationship triangle
2
Q
Consultant
A
Fully qualified financial advisor
Sources clients through
Create financial strategy after gaining a holistic view
3
Q
CRM
A
If financial strategy is decided between the consultant and the client where do we fit into it?
Crucial role within triangle…we make it happen!
