Samuel Wormald’s Post

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Head of Regional Partner Services @ Lead Tech | Salesforce Certified

🚀 Celebrating Success with Scott James & Associates ! We’re proud to share the fantastic results achieved by our long-term partner, Scott James & Associates, who has been with Lead Tech | B Corp™ for nearly 5 years. Here's a snapshot of their incredible return on investment for the year to date: 💷 Investment: £30,051 📈 Assets Under Management (AUM) Added: £2.65m 💼 Initial Earnings: £80,451 🔄 Ongoing Earnings: £13,500 We’re thrilled to have contributed 13% to their overall growth, a result of our dedicated partnership and collaborative approach. Through the Lead Tech Connect portal, Scott James team provides invaluable insights and transparent data, allowing us to work seamlessly together to optimise performance and achieve outstanding results. At Lead Tech, we’re passionate about empowering our partners to grow and thrive, and Scott’s success showcases what’s possible when we work as one team. Here’s to continued growth and success! 🎯 #WealthManagement #PartnershipSuccess #LeadTech #ClientROI #FinancialGrowth #AUM

Wayne Marshall

Business Leadership Sales Director Business Development Director

3w

Well done Sam!

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