Brokers
WITH US FROM GOOD TO EXCELLENT
* Example: 500 clients in the book with €23,500 BePro (book commission) per year and a ten-year horizon.
Refine your book for lasting success.
Request an offer now
Optimising your client book by refining it
Selling vs. refining:
Selling
Book income as it is today
(monthly drawdown from the sale proceeds)
Ready to get going
Refining
Book income as it is today, 70% of it + AP (new-business commission) p.a. (at 10,000 nEH production) €60,000 = €76,450 income per year / 12 months =
per month — for ten years Processes streamlined to grow how well the business does. Our in-house broker CRM is the software that supports us in managing and looking after client relationships, property listings and sales processes. Our system offers a range of functions tailored to what we specifically need as brokers.
proBIZZ book value optimisation:profitable, worthwhile, secure.
Have your book valued
- Book analysis At regular intervals we analyse what clients need and adjust the book to fit.
- Product diversification What we offer includes new and sustainable financial products and additional services.
- Quality management With regular certification and continuing training we stay current and up to date from the industry’s point of view.
- Cooperation Together we build strategic partnerships with other service providers and make use of cross-selling opportunities.
- Technological innovation With our digital tools and platforms we offer genuinely efficient client support and data analysis.
- Multi-generation contracts This approach creates a deeper client relationship that reaches across generations, and brings lasting success and sustainable growth with it.
The person to talk to about refining your book
Alvin Lisebushira.
CEO, proBIZZ group
- More than 18 years of experience in the financial sector
- Over 500 adviser placements as a headhunter
- Over 15 years of experience founding companies and building infrastructure in the financial sector
Arrange a live call