In 1992, Di Heath was earmarked by large companies, i.e.
Old Mutual, Southern Life,
to assist in training staff in the prospecting process: Creating leads and building the structures that would ensure a successful business building relationship with the prospective client.
Di Heath then realised that the financial services industry needed a service that would provide qualified appointments for CFP’s, AFP’s and RFP’s. To this end her associations with franchises and independent brokers became more evident and thus more sought after from the mid 1990’s onwards. In a nutshell, she personally set appointments for selective Financial Planners.
Realising that even more brokers needed this service, she trained developing brokers within independent and franchise businesses in the formula and the process involved in efficient prospecting.
Her involvement in the financial services industry spans some 28 years, most of which have been spent running a full call centre with telemarketing staff.