Optimise your client experience

Are you delivering maximum
value to your clients?

Develop a proactive and segmented approach to providing a consistent service model to your clients. Understand critical success factors between design and execution of a service model.


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CPD Accreditation

Please complete the form to receive your CPD certificate.

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Request access to the roadmap

Effective implementation of the Client Engagement Road Map will provide your clients with:

  • A visible illustration of the value you provide

  • A structure for ongoing communication

  • A thorough examination of their total financial picture over a longer horizon

  • The opportunity for ongoing discussions about financial goals and help set expectations on your future interactions

  • Pinpointing planning areas that may require additional resources such as estate and tax planning.

On submission of this form your Regional manager will be in contact with you.

 

 

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