Geraldine Eckmann

Background

About Geraldine Eckmann

BRIEFLYI am a Business Consultant for Momentum in the Johannesburg area. I form strong, long-term relationships with IFA's, ensuring that they are well-informed on Momentum’s products and services, building a strong network to support and grow financial advisory practices. WHAT DO I DOI market the following Momentum products to my panel of financial planners: Myriad, Health, Multiply, Wealth, Investo, Wealth International, and Short-Term Insurance. In addition, I facilitate product training, and administrative support, as well as identify and implement new business opportunities. WHAT WE OFFER REGISTERED FINANCIAL ADVISERSWe offer the opportunity to start your own business on the foundation of our extensive financial services experience, sound business and individual financial planning knowledge, and a stable client base. The risks associated with starting your own business are high - but by partnering with myself and Momentum, you're able to reap the rewards of running your own business while mitigating this risk and leveraging a stable, credible and reputable brand.The benefits include:• An attractive fee-sharing agreement• Commission administration• License and compliance management• Technology support• Advice software• Marketing and communication support• Education, through development programmes, designed to advance ongoing learning• Pricing advantages, available through being a part of a large organisation• Legal and tax support• Specialised fiduciary services support• Stockbroking for your client’s support• Wealth management methodology• Investment research and ‘house views’• Range of best-of-breed product providers and solutions• Practice management• Succession planning• Financial model• Business evaluation CONNECT WITH MEReach out to me directly here on LinkedIn, email me at geraldine.eckmann@momentum.co.za or visit us online at