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Franklin Finance Franchise

Since 1991 we have proven ourselves to be on our clients side and by working closely with our clients we have achieved some tremendous results for people.

POST DATE

Franklin Finance Franchise

Franchise

Franklin Finance

Overview

Franklin Estates is a financial services & brokerage service, where you are offering a range of financial services including:

  • Savings Plans
  • Insurance
  • Mortgages & General finance
  • Pensions
  • Investments
  • Debt Management

Set Up Costs

Franchise Fee £4500 plus vat which includes:

  • Software Set Up
  • Initial training
  • Launch
  • New Limited company & administrative set up
  • New PC
  • Dedicated phone number
  • Operation Manuals
  • Marketing Manuals
  • Access to Franchisee Resource site inc Training videos
  • Your own Web Site & related email
  • Business Steps Development Plan guide & Software

On Going Costs

Royalties – the higher of £250 or 5% net monthly turnover – which includes:

  • your Accountancy & bookkeeping Services
  • Contribution to Marketing & Lead Generation
  • Software Licence Fees & Administration
  • Continuous Professional Development Courses
  • Lead generation – £15 per lead**
  • National marketing, SEO, Social Media
  • Office Support & advise

Also Included in Franchise Package

  • Holiday & Absence cover
  • Specialist to carry out service where there is a skill gap
  • National contacts for support

Core Income Sources

  • Specific Performance Fee
  • Financial Services
  • Finance Brokering

Estimated Income

Income is based on the franchisee following guidance & instructions as given by Accounts Direct, BVTV & our industry expert as well as hard work and commitment.

Once established, your annual remuneration should be around £50,000 with around £5,000 costs

This is based on the ability to service around 150 clients

Industry Expert

You will be guided by 3 core experts

  • General Business Manager
  • Finance Broker
  • An Independent Financial Services

Some of our team of experts, although part of our team may operate independently from us, but they are still vetted and monitored to provide the service agreed. You will have to be licensed or qualified to offer financial services or even sell them, but we will help you to achieve the necessary status

Operations

You tend to meet face to face with clients and as time goes by and the path is established, meetings can take place over the phone

Around 90% of you time will be spent prospecting and following up leads and appointments until your practice targets have been achieved and the time spent on prospecting will reduce to around 20% of your time with the rest of your activities involving introducing relevant services

Notes

As many Financial services are required around property movement it may be an idea to look at the Franklin Estates opportunity