the sales process. Broken down into its
constituent parts, which is the most time
consuming task? The fact finding process?
The presentation of our solutions? More
often than not, it will be the work we perform
between these key elements that will be
the most labour intensive (and perhaps,
most costly) element of the process.
- Meet with you to discuss your requirements,
based upon your client questionnaire and
- Use your research and recommendations,
- Provide research services, working
with Insurance companies and Investment
groups to obtain literature, key features,
- Liaise with your Compliance team
- Prepare quality client reports
bespoke to your specifications and requirements.
We aim to limit the time spent by you
to an initial discussion and, of course,
the time that you take to check and sign
off the report.
We hope that, by working together, the
time saving to you will increase, as we
begin to understand your requirements more