target set New & Existing Clients: Annual new business Assets Under Management target -R35 million Scan Generate new clients and retain them Optimise business profitability by identifying income opportunities Conduct financial needs analysis for clients using business's FNA system Consolidate recommendations and action
target set New & Existing Clients: Annual new business Assets Under Management target -R35 million Scan Generate new clients and retain them Optimise business profitability by identifying income opportunities Conduct financial needs analysis for clients using business's FNA system Consolidate recommendations and action