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When did you last get the chance to spend time ON your financial advice business rather than IN it?
The financial advice industry is a constantly changing beast. In fact, more recently being an adviser has felt more like the lone warrior against the 12 headed monster – global economic debacles, financial company collapses, FOFA, and a revolving door of negative external commentary has made it difficult to spend any time ON our businesses rather than IN them.
Don’t you think it’s about time to …
focus on your unique niche of valuable clients & prospects, …
get a rock solid succession plan in place, …
get your practice to the point where you can choose what you do and when you do it?
A partnership with Caboodle brings your unique clients & advice expertise together with our innovative systems & ongoing customer engagement model to transition your business to achieve the success and value you deserve.
To find out more about our solutions for established financial advice practices, simply click here or check out the options below:
 

Embrace your niche

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Succession Sorted

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Retire now

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Peter Hammon Sound Steps, Bowral
As one of Caboodle's first passive client partners I have experienced the benefits for many years now. The relationship transfer was a breeze for me as the Caboodle team did all the work. My passive clients are well looked after leaving me to focus on my major relationships. As a direct result I have more time to hunt for and service new clients which I really enjoy. I now have my practice where I want it running at a size that suits me at this time of my life.

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