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Business Diversification

Out of Industry

In todays world of Financial Services consumers require a full range of financial products.

If you or your branch are not able to provide a holistic service or meet the demands of your client then somebody else will.

PTFS have developed a complete range of products, which can compliment your existing business but by recruiting out of industry you can increase the number of sales, increase customer retention, increase your profit margin and treat your customers fairly.

On recruiting an apprentice within your business you will need to ensure that the individual obtains the relevant skills and knowledge to become an authorised adviser. PTFS has developed a training academy providing a self study programme for all new non industry recruits allowing them to study at their own pace. This will allow each branch to develop a bespoke training programme suitable for each individual recruit, taking into account the time and resources available. Once the trainees have completed the training programme they can apply for individual sign off at PTFS head office. On successful completion and subsequent sign off they will be fully fledged protection authorised advisers.

The PTFS recruitment and training programme can dramatically build your business by developing a large new and ambitions sales force.

You can visit the new training centre by visiting: www.pttrainingcentre.com
 

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A large part of Business Diversification is to ensure that all firms are treating their customers fairly.

PTFS understands that TCF must be embedded in all companies within Financial Services Industy and we are on hand to help you achieve this objective set out by the Financial Services Authority.

For further guidance and support please visit the members area within the PTFS website where a dedicated section has been set up to assist you and your buinsess.

Are you looking to increase your business sales but need further help and support?

PTFS may have the answer to your problems by simply attending one of our events or training days.

For further details of up and coming dates simply contact us: 0121 767 1000

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If you are not a member of Personal Touch but would like to know more about our propositions and support services, please contact our agent development team;

North, Midlands & Northern Ireland: 0121 767 1012
Southern England & Wales: 0121 767 1010

 

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Personal Touch Financial Services Ltd is authorised and regulated by the Financial Services Authority. Registered in England & Wales No.3406454. Trinity 3, Trinity Park, Solihull, Birmingham, B37 7ES. This website is for intermediary use only and is not intended for the general public.