The most successful Advisers already have good relationships with many of their clients. The relationship tends to be of a “reactive” nature whereby the business reacts to a client’s needs, as and when it arises.

Meetings tend to be unstructured i.e. not on a regular basis and with little or no preparation, but this has worked historically because of the strength of relationship the Adviser has had with the client.

On average an adviser spends less than 20% of their working week meeting clients face to face and yet this is the most profitable activity for the business and surprise surprise the vast majority of advisers say this is their most enjoyable activity?

We look to help advisers enhance their existing advice process so that expectations can be managed from the outset, setting the scene for a lasting and profitable business relationship with the client.

By introducing a consistent and methodical approach to meeting with both new and existing clients not only can you improve the lasting impression made by the business on the client, it is also an enabler for delegation of responsibilities therefore allowing the Financial Adviser more time to spend with clients.

Effective preparation for client meetings will help to manage the expectations of a prospective/existing client in terms of the financial planning process and the level of service provided by the Adviser Business.

The quality and standard of documentation sent to the prospective/existing client prior to and post meetings can communicate both the professionalism and philosophies of the Adviser Business.
We are able to provide access to Industry best practice, but ultimately we can help you build a structured advice process with supporting presentations and documentation best suited to your business and clients.