Ensure they had consistent, high-level Paraplanning support
"Plus Group were recommended to us by the management team at St. James’s Place.
We find the handover process between our office and Plus Group to be smooth and easy.
Plus Group are able to cope with both simple and complex cases, and we have built a good working relationship with the paraplanners used on a regular basis."
Adam Sheehan
Anderson Gardner Financial Planning
Enhance the service he provides
"I asked John to go through the process of developing a Cashflow Model based on me and my personal circumstances. John went on to create 3 scenarios and the results were very impactful. The difference it made to my long-term wealth was enormous.
Having gone through the process personally and with great success, I started to promote the service with my clients.
The benefits of Cashflow Modelling to my business are great and it solidifies my relationship with my clients.
John, is relatable, enthusiastic, but professional, his style with clients is natural and our presentation meetings together flow well."
Steven Payne
Director of SP Wealth Planning an SJP Partner Practice
Help with her growing admin needs
"I was unable to take on new staff due to lockdown and the costs involved. I was drowning in admin and couldn’t grow my business.
Following some positive conversations with other Partners who had used Plus Group, I decided to sign up to their Chasing service.
Using Plus Group has allowed me time to do the things I should be doing, focusing on finding new clients, taking part in virtual business development opportunities, and look to grow and achieve my goals.
What’s also great is it doesn’t feel like I am working with remote strangers, Jon quickly felt like he was part of my team."
Mary MacFarlane
Associate Partner at SJP
Generate brand awareness and establish a good online reputation
"Having a previous connection with Plus Group and finding their marketing on social media really effective, I reached out to them for help.
Since working with Plus Group, our LinkedIn and Facebook profiles have grown from zero, and our LinkedIn page now boasts a healthy 800 followers.
The variety of posts and branding has generated new clients, helped drive business from both new and existing clients and has also led to new introducers reaching out after seeing our posts on social media.
Working with Plus Group massively achieved our objectives, and in fact exceeded our expectations."
Davis Wealth Management
Manage paraplanning cases with just an app
"For larger Practices, it’s essential to have a pipeline management system. And Fluid offers everything. Salesforce isn’t there yet- it doesn’t provide enough. Whereas Fluid is logical for the size of Capstone Financial’s Practice and where the business is going."
Dan Healey, Managing Director
