“I just wanted to say a big thanks for the coaching programme that you are offering in conjunction with Kepa. I have sincerely appreciated it, particularly with my new recruit being my husband!”

As Principal of Parka, I am focused on generating income into the business as well as the day to day running of the business and admin team. This is a busy role on a good day, and with trying to support a new Adviser – I have to say that Lance was not getting the support that he needed to grow as quickly as he is capable of.

Being able to separate the new adviser support away from myself has been a huge help. There are so many skills that need to be ingrained from an early stage as an adviser (goal setting, monitoring, call ratios etc.), and it has been fabulous that you have been able to support Lance in this. I have to admit that I was a little envious, as I would have loved this level of support when I began! Not only that, but having weekly phone calls has really helped to keep him on track, and is a great opportunity for him to get help with what might not be working, and tips from someone with such a wealth of experience.

We sincerely appreciate the time that you’re putting into this, with the support of Kepa. And I’m eager to see the continued growth in results!