Ground breaking deal hands golden key to investors
Evolution Media Group to partner with Lonsec Fiscal Holdings in landmark deal.
Alex Burke
September 10, 2015
Evolution Media Group to partner with Lonsec Fiscal Holdings in landmark deal.
Investors increasingly want all their financial services centralised with one provider. How can financial planners respond to this, to become a more comprehensive finance outlet for their clients?
Mortgage broking represents a major opportunity for financial planners looking to improve their profit margin, and incorporating this service is not as difficult as first thought.
Many businesses have begun integrating mortgage broking services into their financial planning. This case study illustrates how MBA Wealth Management and Inside Mortgages adopted this service, and how this expansion has improved their proposition.
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