New Caleb Roberts Financial Services Incentives Scheme

Following feedback from colleagues, we are introducing a new lead generation system with CRFM Ltd. Previously, any business introduced to CRFM would receive a percentage of the commission, which was allocated against the office’s profit & loss.  To make the incentive more direct for staff, for each sale made the office receives 5% of the fees generated to use as you see fit.  This could be in the form of a meal, day at the races, Christmas party etc…

Spencer will be keeping a log of all leads, so please ensure he is notified of any new lead generation. He will also keep you informed as to how your ‘pot’ is building.

To recap how this can work, CRFM Ltd provide independent, specialist advice with free consultation.  As an example, recent successes  for the Brecon office have been with:

  • Life Insurance
  • Mortgages
  • Pensions
  • Investments

This announcement will be followed up by Spencer, who will be in touch in the near future to explain further how to utilise CRFM most effectively.