Securitor extends SCAT pact
Sealcorp-owned financial planning group Securitor has expanded its strategic partnership with practice management specialist firm Strategic Consulting and Training (SCAT).
The expansion allows Securitor to run sales and marketing workshops for its planners based on practise development issues identified by SCAT’s Dashboard benchmark tool.
More than 400 financial advisers that are currently licensed through Securitor, as well as a further 200 from 50 dealer groups that access Securitor’s services, will have access to the workshops.
It follows Securitor’s signing in March this year of a Dashboard licensing agreement with SCAT, shortly after its creation of a practice management department and appointment of Richard Liverpool as practice development national manager.
Liverpool said the workshops would help planners manage and develop their businesses based on issues, such as sales and marketing, that have been identified by Dashboard strategic analysis.
“A lot of dealer groups have Dashboard, but we’re taking those extra few steps through our workshops to actually help planners address the issues revealed by Dashboard,” Liverpool said.
He added the workshops would be delivered on a quarterly basis by Securitor in each state, and would be backed up by benchmarking services and one to one coaching.
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