AB Group Brochure A5

7/29/2019 AB Group Brochure A5

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ADVISER BREAKTHROUGH GROUPDelivering Proven Solutions to Financial

Advisers and Other Financial Professionals

T: 023 8089 2222 | E: [email protected]

W: www.adviserbreakthrough.co.uk


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/// DELIVERING EXTRAORDINARY SOLUTIONS

At Adviser Breakthrough, we provide extraordinary solutions to financial

advisers and other financial professionals. In fact, nothing about what we do is

ordinary in any way.

Everything we do is geared towards freeing the professionals we work with to

make the most of themselves and their businesses.

We provide a range of innovative yet proven solutions to help our clients unlock

their maximum potential, achieve their goals and deliver outstanding services to

their clients.

From our market leading appointment making service to unique software

solutions, specialist investment research and the best financial adviser coaching

available - we have it covered.

These services are provided by Adviser Breakthrough Appointments, Adviser Breakthrough Investments, Adviser Breakthrough Coaching and Adviser

Breakthrough Software respectively. Adviser Breakthrough Group is not responsible for the services of these companies.

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/// SERVICES THAT WORK IN HARMONY

Each service we offer is unique and proven in the real world. We dont work on

theories, concepts or hypotheticals - we deal with proven real-world strategies

that we know are effective.

Each service we offer perfectly complements the others. Some clients we work

with take a whole range of services from us and see a massive transformation

in their productivity levels. Others simply take one of our services as the missingpiece their business needs.

We have helped many clients more than double their turnover, working with

them for many years and some just join us for a single technical or motivational

coaching session.

Whatever you need, we have the solution.

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/// REACH YOUR MAXIMUM POTENTIAL

Within fast changing professions like financial advice, accountancy and other

financial services, it is hugely important to keep one step ahead, to ensure you

are able to capitalise on new opportunities before your competitors.

This philosophy shapes everything that we provide and we pride ourselves inkeeping our clients ahead of the competition.

We have seen first-hand how we have transformed the business and personal

lives of many financial professionals and have been the catalyst needed for our

clients to reach their maximum potential and achieve their goals. 3


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///APPOINTMENT MAKING SERVICE

We firmly believe that financial professionals should spend as much time as

possible looking after their clients and developing their business. With this in

mind we developed our appointment making service.

Unlike lead generation services, we offer a total appointment making solution.

Our appointments are fully confirmed and come with our complete guarantee.

Our experienced, professional team provide you with a steady stream of

appointments with company directors, business owners and senior managers.

Since its launch in 2006, our appointment making service has gone from

strength to strength and now makes hundreds of appointments each month for

clients across the UK.

You can find out more about our appointment making service at

www.adviserbreakthrough.co.uk/appointments.

Appointment services are provided by Adviser Breakthrough Appointments. Adviser Breakthrough Group is not responsible for the services of this company.

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/// INVESTMENT SERVICES

Designed specifically and exclusively for users of the Pension Performance

Review Process, the Portfolio Update Bulletin Service provides a complete

investment research solution.

This service provides model portfolio fund research and information plus client-

friendly, personalised investment bulletins on a quarterly basis.

The Portfolio Update Bulletin Service provides a complete investment strategy

leaving advisers free to focus their time on developing their businesses and

looking after their clients.

Save your time and effort and let the experts provide your fund information

and portfolio monitoring. Join advisers already enjoying a proven investment

process that has consistently delivered exceptional returns.

You can find out more about the Portfolio Update Bulletin Service online at

www.adviserbreakthrough.co.uk/investments.

Investment services are provided by Adviser Breakthrough Investments. Adviser Breakthrough Group is not responsible for the services of this company.

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/// COACHING SERVICES

Our coaching services are not focussed on passing exams and not on rules and

regulations. We coach financial advisers on practical solutions to the problems

they face in their professional lives.

This includes developing their business, exciting new financial planning

opportunities and personal development skills. We sometimes focus on

technical matters, but only where understanding these lead to a clear businessor money making opportunity.

We run regular coaching programmes, technical training days, online video

courses, software training and much more, all designed to take advisers to the

next level and enable them to offer the best possible service to their clients.

You can find out more about our range of coaching services on our website at

www.adviserbreakthrough.co.uk/coaching.

Coaching services are provided by Adviser Breakthrough Coaching. Adviser Breakthrough Group is not responsible for the services of this company.

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/// SOFTWARE SOLUTIONS

Our specially developed pension transfer and review software allows advisers to

create comprehensive, compliant and time-efficient pension transfer suitability

reports for their clients.

The Pension Performance Review Process is unlike anything else currently

available, allowing advisers to benefit from this lucrative area of financial planning.

Our software provides a complete end-to-end solution that is easy to useand delivers exceptional, comprehensive client facing reports. It is fully user-

definable, covers all aspects required by the FSA and is fully RDR ready.

Proven over many years to help advisers secure significant assets under advice

and build additional recurring income streams, the software has become a core

offering in many successful financial planning practices.

You can find out more about the Pension Performance Review Process online

at www.adviserbreakthrough.co.uk/software.

Software is provided by Adviser Breakthrough Software. Adviser Breakthrough Group is not responsible for the services of this company.

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/// JOIN US AT WORKSHOPS

We frequently host workshop events for financial professionals around the UK.

Each workshop usually focusses on a specific theme introducing new concepts

and ideas to help those attending develop their business.

Workshops are also an excellent forum to discuss, exchange and develop new

ideas, concepts and strategies with your peers and learn from the successes of

others.

Our workshops are a great introduction to what we do at Adviser Breakthrough

and are a great way to see how our services could help you and your business.

Come and join us at a workshop to see just how we have helped so many of your

fellow professionals make their own personal and business breakthroughs.

To find out the latest dates and locations of upcoming Adviser Breakthrough

workshops, visit our website at www.adviserbreakthrough.co.uk/workshops.

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9Lisa

Millar,

/// WHAT OUR CLIENTS SAY

Adviser Breakthrough Group

Absolutely fantastic if I am honest. This was just

the sort of day I needed to attend.

Gareth Rees, Epoch Wealth Management

Excellent presentation, very well delivered.

Paula Frovine, Portfolio Financial Consultancy

Thank you for a very inspiring day.

Martin OReilly, Prosperity Wealth Management

Adviser Breakthrough Appointments

I feel that Adviser Breakthrough have been a

great source of business and wish I had taken the

opportunity with them sooner.

Michael Sage, Sage Wealth Management

An excellent appointment service that has put

me in front of prospects I would not otherwise

have been able to meet, resulting in high quality

business and good financial returns.Andy Lamb, Grainger Co. Financial Services

Adviser Breakthrough Investments

The quality of the work and the attention to

detail is second to none and it is reassuring to

know that my clients investments are thoroughly

researched and monitored by the experts.

James Warren, The Mill House Group

For any adviser thinking of using this service I

would simply say Just do it, as your clients will

appreciate the quality and accuracy.

David Bone, Simple Financial Services

Adviser Breakthrough Coaching

Another brilliant programme day.

Ron Bulless, Solutions Financial Services UK

1st class as usual.

Bill Skinner, Montpelier Financial Services

As always, I took away some mindblowing ideas

which make it all worthwhile.

John Helfgott, Highwood Financial Services

Adviser Breakthrough Software

Adopting the Pension Performance Review

is one of the most important improvements

weve made to our business. Its great to

adopt a process thats so well thought out.

Martin Haines, Dental Financial Associates

The Pension Performance Review has

revolutionised the way our advisers and

account managers put together pension

transfer reports for our clients. It is very

rare that we fail to engage a client after

the presentation of the report.

Lisa Millar, KPM Financial

Some services are provided by Adviser Breakthrough Appointments, Adviser Breakthrough Investments, Adviser Breakthrough Coaching and Adviser Breakthrough Software. Adviser Breakthrough Group is not responsible for the services of these companies.


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/// WHAT MAKES US UNIQUE?

We are uniquely placed to understand what our clients truly need and we know

exactly what will allow them to reach their maximum potential.

The reason we are so confident in our ability to understand what our clients

want is that our company is owned and run by someone who practices what he

preaches each and every day.

Paul Cadde, founder and CEO of Adviser Breakthrough Group continues in

his dual role as a financial planning practice owner, growing his business andexploiting new opportunities. Paul is now regarded as one of the leading industry

figures and public speakers as well as a visionary in our profession.

Pauls mission continues to be to provide exceptional outcomes for his own

clients and to help other financial professionals deliver exceptional outcomes to

theirs.

By following Pauls lead, those utilising the services of Adviser Breakthrough can

share in his success and transform their business and personal production.

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/// CONTACT US TO FIND OUT MORE

Contact us today to find out more about the range of services we offer and how

we have helped thousands of financial professionals towards achieving their

maximum potential.

Call us: 023 8089 2222

E-mail us: [email protected]

Visit us: www.adviserbreakthrough.co.ukWrite to us: 4 Chevron Business Park, Holbury,

Southampton, Hampshire, SO45 2QL

To keep up to date with the latest developments from Adviser Breakthrough,

sign up to our e-mail journal. Full details about this service can be found at

www.adviserbreakthrough.co.uk/journal.

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/// find out more online at...www.adviserbreakthrough.co.uk

Appointments | Investments | Coaching | Software

The services marketed through Adviser Breakthrough Group are provided by several different companies.

Adviser Breakthrough Group is not responsible for the services of these companies.

Adviser Breakthrough Group.

P: 4 Chevron Business Park, Holbury, Southampton, Hampshire, SO45 2QL

T: 023 8089 2222

E: [email protected]

W: www.adviserbreakthrough.co.uk

Adviser Breakthrough Group.

Adviser Breakthrough Group is a trading style of Adviser Breakthrough Solutions Limited.

Documents

AB Group Brochure A5