BD Training & Consultancy

Business development is a seperate skillset to wealth management. We're experts in our niche

BD Training & Consultancy

Business Development Training

For BDMs And Wealth Managers

We can train your business development managers on the latest techniques in using Linkedin Sales Navigator to source high value prospective clients. How to contact them and how to arrange a consistent flow of high value qualified meetings.

We can also train your wealth managers to self generate a consistent flow of high value qualified meetings as well as obtaining high quality referrals.

Business Development Consultancy

Experts Who Can Enhance Your Business

There are many constantly evolving, nuanced areas of business development in wealth management. We're experts in all and can consult to improve areas that require attention.

Our services range from a one hour consultation through to long term in house contracting. We work with individual wealth managers through to the UK's largest FTSE 100 wealth management companies.

Business Development Training

For BDMs And Wealth Managers

We can train your business development managers on the latest techniques in using Linkedin Sales Navigator to source high value prospective clients. How to contact them and how to arrange a consistent flow of high value qualified meetings.

We can also train your wealth managers to self generate a consistent flow of high value qualified meetings as well as obtaining high quality referrals.

Business Development Consultancy

Experts Who Can Enhance Your Business

There are many constantly evolving, nuanced areas of business development in wealth management. We're experts in all and can consult to improve areas that require attention.

Our services range from a one hour consultation through to long term in house contracting. We work with individual wealth managers through to the UK's largest FTSE 100 wealth management companies.

Every Client Is Important

We have a long history of business development in wealth management

Tailored Solutions

We can provide bespoke solutions in inbound / outbound lead generation, meeting setting, google ads & landing pages, BD team management, recuitment and training

Continually Investing

We continually invest in our people and technology to provide the best results and we're always focused on developing cutting edge techniques to enhance growth

Trusted Service

We are trusted providers of business development services to some of the largest FCA regulated wealth management companies in the UK

GDPR Compliant

We proactively design our websites around data privacy with comprehensive security and we assess each data collection point for its necessity to the purpose of our business

Free Discovery Call

We’re happy to talk through your requirements in detail then provide a free consultation and quotation. Just click on any of the various Discovery Call buttons

Many Years Experience

With many years of experience, professionalism and delivering on results we have gained the reputation of being one of the best business development companies

Every Client Is Important

We have a long history of business development in wealth management

Tailored Solutions

We can provide bespoke solutions in inbound / outbound lead generation, meeting setting, google ads & landing pages, BD team management, recuitment and training

Continually Investing

We continually invest in our people and technology to provide the best results and we're always focused on developing cutting edge techniques to enhance growth

Trusted Service

We are trusted providers of business development services to some of the largest FCA regulated wealth management companies in the UK

GDPR Compliant

We proactively design our websites around data privacy with comprehensive security and we assess each data collection point for its necessity to the purpose of our business

Many Years Experience

With many years of experience, professionalism and delivering on results we have gained the reputation of being one of the best business development companies

Free Discovery Call

We’re happy to talk through your requirements in detail then provide a free consultation and quotation. Just click on any of the various Discovery Call buttons
  • I dealt with Jon who instantly understood my ideal prospect. Since working with Jon and JTX Partners I now have too many quality meetings. I strongly recommend JTX Partners.

    ANNA H. - WEALTH MANAGER
    LONDON
  • Jon tripled our numbers in six months with the meetings he and JTX Partners have provided my company. I have no hesitation in recommending Jon and JTX Partners in the highest esteem.

    GAVIN M. - MANAGING PARTNER
    LONDON
  • Jon tripled our numbers in six months with the meetings he and JTX Partners have provided my company. I have no hesitation in recommending Jon and JTX Partners in the highest esteem.

    GAVIN M. - MANAGING PARTNER
    LONDON

Arrange a Discovery Call to find out how we can Enhance Your Business

We need the information you provide us with to contact you about our services. For information about our privacy practices see our Privacy Policy

Arrange a Discovery Call to find out how we can Enhance Your Business

We need the information you provide us with to contact you about our services. For information about our privacy practices see our Privacy Policy