Page 6 - Choose_Astute
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
one person on administration and marketing
support
• Business is typically operated
from a home office • Greater level of systemisation in
the business
• Relationship with customer is
transactionally focused • Limited but consistent cross-sell
• Informal referral arrangements
• Other financial products are
offered on a reactionary basis exist with other product
providers
• Limited planned marketing in • Typically operates out of an office
place environment
