From my recent communications with advisers, a key takeaway for me has been that they are constantly asking the question: Do I have time to do this?
There are many practices that are looking for assistance, and rightly so. There is a lot that needs to be done to ensure that you are taking care of the client. This can involve such things as reviewing how their investments are performing, or even something as trivial as ensuring that their details are up to date on Xplan.
While all this important and necessary, it comes at a cost. The cost of turning down opportunities to scale your advice business because you are too caught up with these ancillary tasks. We identified this problem early on, and built solutions to enable advisers to do what they do best: delivering value to their clients.
We are experts in Xplan and can update the Fact Find Wizard on your behalf. In addition to freeing up your time, we also make sure that we enter this data carefully – and cleaner data inevitably leads to many downstream efficiencies. We can also support in building the reports used in reviews. This allows you to better coordinate the workflows in the month ahead, ultimately creating more time for you to take on new opportunities.
If time is something you are looking to win back – whilst demonstrating that you have taken care of your clients’ affairs – we can definitely help.
If this is something that you’d like to chat about, reach out to me (firstname.lastname@example.org) and let’s identify what we can help with and how you can get started.