The wealth arena is possibly the most costly and resource hungry in which to deliver advice. Process and resource for both pre and post sales can dilute the amount of time spent actually advising.
By utilising our existing team of paraplanners and specialist wealth support staff, your business can benefit from:
• Research and document gathering
• Analysis of information
• Support with construction and content of the suitability report
• Help with pre-approval where necessary
• Reassurance that remuneration from the provider is recorded and received
As with many areas of financial services, the delivery of the advice is simply the start of the client journey. The continued client-adviser relationship is not only considered good business practice but is also a regulatory requirement. That said, contracted annual contact can place a significant burden on an intermediary. The more successful the business, the greater the commitment.
Lifetime Connect can help. Our dedicated support team will work with you to deliver your servicing agreements. From booking the appointment to preparing your review pack, we can help you meet your obligations, retain your clients and maintain your
More importantly, as it is costed on an hourly basis, you only pay for what you use. By flexing your support to meet your needs, you save on adding expensive staffing costs to your bottom line.