Why you will only gain in joining Praxis Advisory Group at Financial Alliance?First reason... MARKETINGWith our thought through "approach" & "presentation" materials for IFA solution and product offerings, we were able to secure quality leads for ourselves.Second reason... UNIQUE SELLING PROPOSITION (USP), SERVICE THAT OFFERS TRUE VALUE TO CLIENTSPraxis Advisory Group at Financial Alliance have developed a unique value proposition for clients to help analyse their current insurance portfolio with a view to establish if their current portfolio is EFFECTIVE & EFFICIENT in meeting their FINANCIAL GOALS & OBJECTIVESAddress one BIGGEST COMMON problem of consumersOver the years buying so many policies from different insurance agents, bankers, credit card companies, etcNot knowing what they have boughtBased on their current portfolio cross referencing to their goals and objectivesAre they PAYING TOO MUCH?Do their current plans RIGHTLY MATCH their goals and acheive their objectives?Based on this marketing approach, everyone who had bought insurance polcies before is our potential client. The more policies they own, the better it is... Literally tons of business for us to do.Third reason- COLLABORATING STRENGTH & SERVICE USP RESULTS IN TRUE VALUE FOR CLIENTSWith a collaboration of the following partners we are able to find opportunities to help clients reconstruct their insurance or even investment portfolio to achieve the 4 Cs objectives in "Review & Reconstruction of Insurance Portfolio"4Cs namely; CONSOLIDATION, COST SAVINGS, COMPREHENSIVE COVERAGE & COVERAGE ENHANCEMENTWe charge fee for this serviceOur partners:1. 4 Investment Platforms2. 71 Asset Management Companies3. 30 General Insurance Partners4. 16 Bank Loan Partners5. 18 Life Insurance Partners6. 4 Estate Planning PartnersFourth reason... STRENGTH OF "INDEPENDENT" FAAs an "INDEPENDENT" Financial Advisor Firm with with a wide & deep range of financial products & services we are a one-stop financial soluttion provider for our clientsAlways able to find "best value" products for our clients to ensure client satisfactionSave much of client's time from managing several insurance agent, banker & lawyer relationshipsProtect advisor business from external poachingHelp us build deep relationships for repeat business and referralsBecome client's trusted advisor
Why you will only gain in joining Praxis Advisory Group at Financial Alliance?First reason... MARKETINGWith our thought through "approach" & "presentation" materials for IFA solution and product offerings, we were able to secure quality leads for ourselves.Second reason... UNIQUE SELLING PROPOSITION (USP), SERVICE THAT OFFERS TRUE VALUE TO CLIENTSPraxis Advisory Group at Financial Alliance have developed a unique value proposition for clients to help analyse their current insurance portfolio with a view to establish if their current portfolio is EFFECTIVE & EFFICIENT in meeting their FINANCIAL GOALS & OBJECTIVESAddress one BIGGEST COMMON problem of consumersOver the years buying so many policies from different insurance agents, bankers, credit card companies, etcNot knowing what they have boughtBased on their current portfolio cross referencing to their goals and objectivesAre they PAYING TOO MUCH?Do their current plans RIGHTLY MATCH their goals and acheive their objectives?Based on this marketing approach, everyone who had bought insurance polcies before is our potential client. The more policies they own, the better it is... Literally tons of business for us to do.Third reason- COLLABORATING STRENGTH & SERVICE USP RESULTS IN TRUE VALUE FOR CLIENTSWith a collaboration of the following partners we are able to find opportunities to help clients reconstruct their insurance or even investment portfolio to achieve the 4 Cs objectives in "Review & Reconstruction of Insurance Portfolio"4Cs namely; CONSOLIDATION, COST SAVINGS, COMPREHENSIVE COVERAGE & COVERAGE ENHANCEMENTWe charge fee for this serviceOur partners:1. 4 Investment Platforms2. 71 Asset Management Companies3. 30 General Insurance Partners4. 16 Bank Loan Partners5. 18 Life Insurance Partners6. 4 Estate Planning PartnersFourth reason... STRENGTH OF "INDEPENDENT" FAAs an "INDEPENDENT" Financial Advisor Firm with with a wide & deep range of financial products & services we are a one-stop financial soluttion provider for our clientsAlways able to find "best value" products for our clients to ensure client satisfactionSave much of client's time from managing several insurance agent, banker & lawyer relationshipsProtect advisor business from external poachingHelp us build deep relationships for repeat business and referralsBecome client's trusted advisor
Why you will only gain in joining Praxis Advisory Group at Financial Alliance?First reason... MARKETINGWith our thought through "approach" & "presentation" materials for IFA solution and product offerings, we were able to secure quality leads for ourselves.Second reason... UNIQUE SELLING PROPOSITION (USP), SERVICE THAT OFFERS TRUE VALUE TO CLIENTSPraxis Advisory Group at Financial Alliance have developed a unique value proposition for clients to help analyse their current insurance portfolio with a view to establish if their current portfolio is EFFECTIVE & EFFICIENT in meeting their FINANCIAL GOALS & OBJECTIVESAddress one BIGGEST COMMON problem of consumersOver the years buying so many policies from different insurance agents, bankers, credit card companies, etcNot knowing what they have boughtBased on their current portfolio cross referencing to their goals and objectivesAre they PAYING TOO MUCH?Do their current plans RIGHTLY MATCH their goals and acheive their objectives?Based on this marketing approach, everyone who had bought insurance polcies before is our potential client. The more policies they own, the better it is... Literally tons of business for us to do.Third reason- COLLABORATING STRENGTH & SERVICE USP RESULTS IN TRUE VALUE FOR CLIENTSWith a collaboration of the following partners we are able to find opportunities to help clients reconstruct their insurance or even investment portfolio to achieve the 4 Cs objectives in "Review & Reconstruction of Insurance Portfolio"4Cs namely; CONSOLIDATION, COST SAVINGS, COMPREHENSIVE COVERAGE & COVERAGE ENHANCEMENTWe charge fee for this serviceOur partners:1. 4 Investment Platforms2. 71 Asset Management Companies3. 30 General Insurance Partners4. 16 Bank Loan Partners5. 18 Life Insurance Partners6. 4 Estate Planning PartnersFourth reason... STRENGTH OF "INDEPENDENT" FAAs an "INDEPENDENT" Financial Advisor Firm with with a wide & deep range of financial products & services we are a one-stop financial soluttion provider for our clientsAlways able to find "best value" products for our clients to ensure client satisfactionSave much of client's time from managing several insurance agent, banker & lawyer relationshipsProtect advisor business from external poachingHelp us build deep relationships for repeat business and referralsBecome client's trusted advisor