Running a financial services intermediary is a multifaceted task.
Our mission is simple; understand your business, and work with you to make your vision come true.
We hold regular review meetings with business heads and those responsible for running various departments, to make sure your goals are being fulfilled.
Utilising the full array of data from 360 Lifecycle, Lifetime Connect will analyse the successes and shortfalls in customer service and production.
Where there are shortfalls, we can work with your advisers directly, while assistance from the Lifetime Connect training team will help them develop further.
Being part of a larger organisation and operating in many areas of the advice market enables us to share good business practices leading to good customer outcomes.