How ImPowerX Advisory Services Aims To Provide Quality Financial Services To Its Clients
How ImPowerX Advisory Services Aims To Provide Quality Financial Services To Its Clients. ImPowerX Advisory Services is an independent consulting and training company in the financial services industry. The company’s values are Client First, Long-Term Relationships and Quality Service.
ImPowerX Advisory Services uses a practical approach and follows the following six steps when providing services to clients: Step 1: Establish and define the professional relationship. Step 2: Collect Information. Step 3: Analyse and assess the need. Step 4: Develop recommendations and present them to the client. Step 5: Implement. Step 6: Review and monitor.
Through the above practical and realistic approach, ImPowerX Advisory Services provides excellent professional service. It believes that client’s needs evolve, which is why it values long term relationships and walk the journey with its clients. ImPowerX Advisory Services works closely with other professionals to ensure that all client needs are met. It strives to ensure that clients are comfortable that they have a partner responsible for all their personal and business needs.
ImPowerX Advisory Services was established in November 2018, with the vision of taking financial education to communities. It’s mission is to provide clarity around the financial future while at all times acting in the best interest of its clients. ImPowerX Advisory Services is 100% female black owned company run by qualified financial planning professionals. It works with a wide range of product suppliers, including: Allan Gray, Capital Legacy, Liberty, Momentum, Old Mutual, Sanlam and 1Life. The company offers services such as quality financial planning covering all six areas of financial planning and workshop sessions on Budgeting, Debt, Saving and Investments.
Financial services are the economic services provided by the finance industry, which encompasses a broad range of businesses that manage money, including credit unions, banks, credit-card companies, insurance companies, accountancy companies, consumer-finance companies, stock brokerages, investment funds, individual managers, and some government-sponsored enterprises.
Companies usually have different approaches to this new type of business. One approach would be a bank that simply buys an insurance company or an investment bank, keeps the original brands of the acquired firm, and adds the acquisition to its holding company simply to diversify its earnings.
