Page 6 - Choose-Astute-Jan2020
P. 6
YOUR ASTUTE
Business Evolution
SOLE OPERATOR BUSINESS OWNER
Sole operator business Several people working for you
• All business development and • Business typically contains a
administration undertaken by fulltime support person focusing on
one person administration/marketing support
• Business is typically operated • Greater level of systemisation in the
from a home office business
• Relationship with customer is • Limited but consistent cross-sell
transactionally focused • Informal referral arrangements exist
• Other financial products are with other product providers
offered on a reactionary basis • Typically operates out of an office
• Limited planned marketing in place environment