Become an independent financial security advisor in Quebec
Concrete strategies, qualified leads and tools to build a sustainable block of business.
At Ekinox Courtage & Finance, we help licensed advisors take their business to the next level. More structure. More consistency. More results. You stay in control of your practice while accelerating your growth with a complete ecosystem.
Too many talented advisors have no method for finding customers
You have the skills. You understand the products. But without a clear development system, growth becomes unpredictable.
At Ekinox, we structure your customer acquisition to turn your efforts into measurable results.
Our 3-pronged approach
Prospecting strategies
Development of a clear plan tailored to your market. Structured networking, digital strategies, calls, events and modern appointment-making techniques.
Leads and references
Access to qualified opportunities and systems to generate referrals on an ongoing basis. You never start from scratch.
Marketing tools
Professional positioning, online presence, content, scripts and support to help you convert more effectively.
The tools we put at your disposal
Everything you need to perform, already in place
- Configured, ready-to-use CRM for tracking prospects and customers
- Professional, customizable marketing materials
- Clear and effective presentation templates
- Autonomous, organized and entrepreneurial
Whether you're at the start of your career or in professional transition - if you have the motivation to succeed, Ekinox can offer you the environment to make it happen.
Your block of business: your most valuable asset
You own what you build
At Ekinox, you own your customers and your block of business.
You develop a real, transferable asset that can be monetized over the long term. Your growth doesn't depend on a structure, it belongs to you.
Expected results
Concrete, measurable objectives
RDV
Increase in the number of qualified appointments per week
Conv.
Improved conversion rate
Block
Stable, foreseeable growth in business volume
Frequently asked questions about customer development at Ekinox
Are leads provided?
Opportunities may be available. But our priority is to empower you with sustainable development systems.
How quickly can I get customers?
Some consultants sign up within the first few weeks. Consistency and strategy make all the difference.
Can I transfer my existing customers?
Yes. You retain your customer base and can continue to develop it in a structured environment.
Is it suitable if I'm already established?
Yes. Our tools and strategies are equally suited to growing advisors and established practices.
