Page 234 - Alex Ruscuklic - Complete Works

INVESTMENT AND INSURANCE
role: conSultant - SaleS management
Commenced project from scratch in August and by the end of the same Financial Year the following outstanding outcomes were achieved —
a
b
c
Key OutcOmes:
✓No 1 in Victoria — for total sales a ✓No 2 in Australia — for total sales ✓One-Stop Shop developed
✓Top recruitment protocol
✓Financial Advisor publication became the key communicator with our database.
Over a 3 mOnth periOd we peaKed:
✓Finance enquiries reached c $150 million over 3 months
b
✓General insurance over this same period generated $250,000 in enquiries
✓An exceptionally professional Needs Analysis was a major connection with our clients.
10
d
d
Source: Financial Advisor Magazine