Hi, below and attached are the details on the current Rural opportunity and the new addition of Small Business banking clients to the service. It is not often you see a major Bank co – branding with another party to promote services to their own clients.
The AIOFP has been appointed by the NEXT TRANSITION GROUP [NTG incorporating Nextrural] to establish the national distribution network to service the NAB clients seeking Succession Planning.
It should be noted that Succession Planning does not require the Consultant to be licensed. All Succession Planning interviews must however be initially executed under the NTG brand but if the discussion then involves financial advice the Adviser must then divulge their AFSL details or refer the client to a licensed Financial Adviser.
All Consultants/Advisers must attend a NEXT/AIOFP training program before participating in the program. There is scope to participate as a Concierge [initially interviewing the client], Risk only or a holistic Adviser in the program.
The next training sessions will be held in Adelaide [October14th], Perth [October 15th] and Brisbane [October 22nd] with a session at our Canberra conference [November 25 – 27th].
If you are wanting new client opportunities this is the greatest opportunity we have seen, it will commence in the first week of November.
Regards.
Peter Johnston | Executive Director
Association of Independently Owned Financial Professionals
Suite 1211, 1 Queens Road, Melbourne VIC 3004
P 1800 111 203, d 03 9863 7574, m 0418 857 621
www.aiofp.net.au | Download my business card
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