Something we pride ourselves on is making sure our advisers spend as little time as possible on the tedious parts of financial services.
There is no requirement for any salespeople in the team to contact providers to chase up cases or in some cases, even input applications. This is all done inhouse by our administration team to all advisers more time to advise. So no more lengthy period with a phone at your ear, listening to sounds of the sixties.
We monitor client investments via FE Analytics on a daily basis. Should switches be required, we contact the clients for permission to make those switches and explain the rationale behind our recommendations. Once permission is granted, we do all fund switches on behalf of our advisers. This ensures your client’s portfolios are maintained on a regular basis.
We have our own external Marketing Consultant who works with the team around lead generation, social media usage and all general client communications. If you need to grow your business, he is the person with all the experience and knowledge around running a successful business, and can do the same for your self-employment.