Join the Wealthsmiths ™

31 May 2016 | Company News & Results | Sanlam | Sanlam

May 2016

The honour and privilege of being a Sanlam Wealthsmith™ extends far beyond a statement of who we are. Indeed, it is a promise linked to what we do, and to how we do it.

Our mission to help you build successful businesses relates to an understanding that your success contributes to our success. This is why we treat your businesses as seriously as we do our own. And, this is the reason we offer our loyal supporters every opportunity for growth.

Sanlam’s BlueStar financial advisory model

As a BlueStar business owner, you set up your own financial services practice and enjoy the following benefits:


	Building equity in your own business
	Protecting your future income
	Undergoing extensive training on business management principles
	Rendering advice and intermediary services under the Sanlam FSP license
	Creating a legacy and succession within your business
	Receiving specialised support from Sanlam
	Receiving interest-free start-up capital from Sanlam

Importantly, as a BlueStar business owner, you will have the opportunity to build your own back-office to service your clients in a professional, structured and an efficient way. In addition, Sanlam manages compliance risk on your behalf, allowing your financial planners to focus on their areas of specialisation.


	Want more autonomy?

Financial planners with a more entrepreneurial nature might prefer our Management Outsourced (MO) BlueStar Model. Based on the same principals as the BlueStar model, the MO BlueStar franchise principal will:


	Grow the business through the number of advisers (s)he recruits into the franchise
	Be a management specialist (not necessarily an advice specialist like BlueStar principals)
	Have an entrepreneurial mindset
	Want the association with Sanlam, and all the added benefits.

If you want to build your own business by managing your own team of financial planners, Sanlam will assist you with the start-up process. We will provide you with back-up and support by doing a feasibility analysis and preparing a business plan.

Interested?

Call us on 021-947 5150 to find out more about establishing your own BlueStar business or Management Outsourced (MO) BlueStar business. Alternatively, email us at [email protected] or visit www.sanlam.co.za/bluestar

Insurance | Financial Planning | Retirement | Investments| Wealth

quick poll

Question

If you had to hazard a guess, when do you reckon the COFI Bill will be signed into law?

Answer

2026, as promised 2027 looks more likely Impossible to say More consultation needed

View the Results