Sanlam will be sending the first of two promo mailers to digital newsletter subscribers of specific financial publications. The first mailer will go out on Tuesday 31 May.
The publications are:
- FA News
- Money Marketing
The aim of the first promo mailer is to create awareness of Sanlam’s BlueStar Financial Advisory model. This flagship model offers financial planners an opportunity to build their own businesses while managing their own team of financial planners and building a back office to service clients in a professional, structured and efficient way. Sanlam will assist with the start-up process by providing business training, backup and support as well as managing compliance risk on their behalf.
The second mailer will focus on Sanlam’s partnership with Aldes Business Brokers. Sanlam and Aldes have combined forces to create a valuation model for financial planners who are considering selling their practices. The valuation model is a web-based platform designed to assist businesses with valuation and finding potential buyers.
The second promo mailer will be sent to subscribers on 7 June.