b2p.com.au
Programs for Existing Financial Planners - B2P Mentoring
http://b2p.com.au/existing_financial_planner.php
We Show You How To Improve 'Return On Your Time'. 2 Accountant2Planner (Full Authorisation Financial Adviser). 3 Restricted Authorisation Financial Adviser. Existing Financial Planner Programs. 4 Accelerated Familiarisation Program. 5 Business Maintenance Program. 6 Business Improvement Program. Existing Financial Planner Programs. What can B2P Mentoring offer existing financial advisers? B2P Mentoring Pty Ltd. Suite 17c, Karalta Plaza. Web Design by SYNCRM.
syncrm.com.au
SYNCRM - Financial Software Solutions | About Us
http://syncrm.com.au/about.html
SYNCRM is a privately owned Australian company that was established by Robert Cumming, a financial planner who was frustrated with existing financial planning information technology solutions. Robert has been a Financial Adviser since January 1996 and self employed business owner since December 1999. Robert is a Director, Authorised Representative, and a Responsible Manager of HNW Planning. SYNCRM solutions have enabled Robert and his team to grow and manage HNW Planning. Is an Australian Financial Servi...
syncrm.com.au
SYNCRM - Financial Software Solutions | Home
http://syncrm.com.au/index.html
At SYNCRM, our goal is to reduce costs and increase service quality by SYN. Anagement software in your business operations and integrating with other information technology solutions. We appreciate each client as unique with specific needs for their business; our solutions are completely customisable and extensible so you can choose what you want for your business! Requests for further information or authorisation should be directed to: Website Administration info@syncrm.com.au.
b2p.com.au
Accountant2Planner Programs - B2P Mentoring
http://b2p.com.au/accountant_programs.php
We Show You How To Improve 'Return On Your Time'. 2 Accountant2Planner (Full Authorisation Financial Adviser). 3 Restricted Authorisation Financial Adviser. Existing Financial Planner Programs. 4 Accelerated Familiarisation Program. 5 Business Maintenance Program. 6 Business Improvement Program. Financial Planning for Accountants. B2P Mentoring Pty Ltd. Suite 17c, Karalta Plaza. Web Design by SYNCRM.
b2p.com.au
About Us - B2P Mentoring History
http://b2p.com.au/about.php
We Show You How To Improve 'Return On Your Time'. The B2P Mentoring service began in 2008, growing out of the realisation that many mortgage brokers were in a unique position to be able to add financial planning to their business offering. It was recognised that a need existed for a training and mentoring service to guide that transition, and in 2009 B2P Mentoring Pty Ltd was incorporated. B2P Mentoring Pty Ltd. Suite 17c, Karalta Plaza. Web Design by SYNCRM.
b2p.com.au
B2P Mentoring
http://b2p.com.au/index.php
We Show You How To Improve 'Return On Your Time'. We offer a Professional Coaching and Mentoring Service for New and Existing Financial Advisers. Better than a thousand days of diligent study is one day with a great teacher." – Japanese Proverb. Mentoring Programs for Financial Advisers. Professional athletes, politicians, models and company executives often use professional coaches to improve their potential. B2P Mentoring is purpose-built to offer efficient business strategies to associated businesses.
b2p.com.au
Broker2Planner Program - B2P Mentoring, Mortgage Broker to Fianancial Planner, Financial Adviser
http://b2p.com.au/broker2planner.php
We Show You How To Improve 'Return On Your Time'. 2 Accountant2Planner (Full Authorisation Financial Adviser). 3 Restricted Authorisation Financial Adviser. Existing Financial Planner Programs. 4 Accelerated Familiarisation Program. 5 Business Maintenance Program. 6 Business Improvement Program. B2P Mentoring has designed the Broker2Planner program for mortgage brokers wishing to control their own future. A proven mentoring and development program;. The ability to maximise returns per hour of work;.
b2p.com.au
Frequently Asked Questions - B2P Mentoring
http://b2p.com.au/faq.php
We Show You How To Improve 'Return On Your Time'. Is it financially worthwhile to become a financial planner? Do I get a certificate at the end of the 24 months mentoring? Do I have to continue with HNW Planning after 24 months' mentoring? Do I have to be on the mentoring program for the whole 24 months? What is the work load required 'to do financial planning' per client? What is the turnaround time for doing business like an insurance policy? What makes your offering better than your competitors? When ...
b2p.com.au
Financial Planning Mentoring Programs, Broker2Planner Transitions Mortgage Brokers to Financial Planners, Accountant2Planner Program to transition Accountant to Financial Planners, Existing Financial Planner Programs, Accelerated Familiarisation Program, B
http://b2p.com.au/programs.php
We Show You How To Improve 'Return On Your Time'. What can B2P Mentoring do for me? B2P Mentoring provides support to financial advisers by helping to bridge the gap between formal training and commercial application of skills. B2P Mentoring has a range of key programs to help both new and existing financial advisers:. Transitions Mortgage Brokers to Financial Planners;. Accountant2Planner (Full Authorisation Financial Adviser). Program to transition Accountant to Financial Planners;. Web Design by SYNCRM.
b2p.com.au
Mentoring Programs - B2P Mentoring
http://b2p.com.au/our_process.php
We Show You How To Improve 'Return On Your Time'. At B2P Mentoring, we follow a proven and formulated process for each of our mentoring programs, whether for new advisers commencing a new business, or senior planners desiring to grow a successful current business. While the individual elements of each program differ and are tailored to the best outcome for that program, the general process behind each is summarised below. The Basis of the Mentoring Process. Understand who you are. B2P Mentoring Pty Ltd.
