Buying

Do you want to increase your profitability through the acquisition of clients? Financial advisory professionals who are serious about their business are always seeking ways to do so. As the only specialist for financial advisors in New Zealand, Mike Moore Marketing is focused on presenting those opportunities to you.

There are two ways in which we can assist with your growth strategy:

1.

Notify you as soon as suitable client portfolios are presented for sale. To ensure we know your requirements, and have your current contact details, please contact us.

or

2.

For a specific requirement, we will take instruction from you to approach, on a confidential basis, potential vendors in the market. To discuss how this approach may help you with your objectives, please contact us.

Once you have bought a new client portfolio, we can provide you with guidance on how to communicate with those clients to ensure that they are retained, how to protect yourself from the vendor in terms of restraint of trade and how to get the maximum value from those clients so they become loyal quickly. All of these strategies have been tried and tested in the marketplace.
Talk to us about buying today