You have probably thought many times that you would like to give
your clients a better service. But, since you only have one pair
of hands, what can you do? With Money Advice & Planning, you
categorise your clients as being either Gold, Silver or Bronze based
on the level of service you want to give them:
- Gold clients receive a financial review every year;
- Silver clients receive a financial review every two or three
years - the choice is yours; and
- Bronze clients do not warrant a financial review as they would
most likely only have a mortgage or have asked previously not
to receive any company literature.
By categorising your clients, we allow you to focus your attention
on where it is needed and deserved the most. This then means that
all of your clients are looked after appropriately, and even for
those who do not receive a financial review, their details are maintained
on our system and would appear on your monthly Client Maintenance
Report (CMR). This ensures clients are kept happy whilst also following
the principles of the FSA's Treating Customers Fairly (TCF) idea.
Money Advice & Planning regularly reviews client affairs, such
that you can tell them when something needs changed for their benefit
- from a re-mortgage to a fund switch within a pension or investment.
On a monthly basis we give you a list of the various items
which need to be attended to for all of your clients (this also
acts to give you new business from them); called a Client Maintenance
Report (CMR). More information can be found in the Downloads
On a quarterly basis we supply you with a list of recommended
funds, so that you know where best to invest clients' money and
can make fund switches to existing clients' policies if necessary.
On an annual basis we collect current values for all of
your Gold and Silver clients' policies and use them to create and
send out a Financial Review which you can follow up on with any
advice and recommendations you see fit. More information on the
Financial Review can also be found in the Downloads