True Potential
As a Regional Sales Director at True Potential LLP, I help financial advisors make a positive move to transform their lives and the lives of their clients. We are looking for advisors who want to de-risk, retire or grow. Our splits are the best in the industry and our tech [for the adviser and the client] is regarded as world class, winning many awards every year - 20% of UK advisors are already using it!
I have over 20 years of experience in insurance, financial planning, and wealth management, with 15 of them in senior roles at private brokerages where I was responsible for the bottom line.
I am passionate about creating and driving skilled teams to deliver sustainable and profitable business results. I seek out and develop talent, empower them to drive through substantial and sustainable change, and collaborate across functions and organisations to bring fresh ideas to the industry. I offer unrivalled, industry-leading, cutting-edge solutions to the wealth management industry.
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True Potential
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True Potential provides an integrated investor and wealth management technology platform serving advisers and retail clients in the UK. For financial advisers, the platform streamlines the entire investment process featuring: Goal-based technology enabling custom investment plan creation; Front to back end capabilities (including client on boarding, fee and commission reconciliation, client servicing support and a client portal)