What would you do with more time?

Would you use it to focus on specific areas or clients within your business, or would you use it for other pursuits personally and professionally?

How can you free up more time?

There is a well-known fact that for most financial advisers, 80% of our time is taken up with 20% of our clients. These clients are not necessarily the most profitable clients we have. In fact often they are quite the opposite.

What if you could simply offload those clients that simply don’t fit your model anymore to another firm? Maybe they just aren’t profitable, or require too much of your time and attention, or they simply don’t engage with you.

How about some Money to go with your Time?

Now imagine that as well as extra time you can get a large cash payout too.

This DOES NOT require you to:

Close your business (although you can)
Join another firm (although you can)
Go through a lengthy due diligence process

This is simply an opportunity to potentially realise some cash today for the clients you no longer wish to service going forward, or those clients who are simply no longer a profitable part of your business.

There is no “one size fits all” solution, Periscope Wealth and the relationship you have with your clients is no doubt unique, it’s down to my team and I to get to know you individually, and as a firm, to identify what solution (if any) best suits the needs of you and your clients.