Case Study
Michael joined our team in June 2016, transitioning from a paraplanning role where his annual earnings were £30,000. Impressively, within a span of just 5 years, Michael progressed from being a novice adviser to achieving the remarkable feat of becoming the top producer in 2021, generating an impressive total of £218,000.
Michael’s practice, WPP, has flourished and now is boasting a team of 5 skilled advisers. WPP has experienced a remarkable average annual growth rate of 49%. Throughout its tenure of six and a half years with our organisation, WPP has achieved a turnover of £1.16 million, consistently maintaining an annual average of £300,000. Leveraging both the comprehensive support we offer and our exposure to our industry expertise, we have successfully accelerated the earnings trajectories of many advisers, enabling individuals to reach their financial goals.