Intermediaries / Brokers / General

Are your clients properly covered?

Advising the rich and famous

In a country of such diversity in terms of people, opportunities and household status, a different approach is required by advisors when dealing each individual client. A specialist approach is required for high net worth individuals, such as our country’s wealth managers, bankers, accountants, the legal fraternity, and even celebrities. As part of the process, specific traits of this target audience need to be considered, for example high net worth (HNW) individuals generally do not respond positively to conventional marketing and sales techniques, and, they have less time available - making it very difficult to reach this affluent segment.

Is your practice well managed?

Running a financial planning practice has become increasingly challenging. From Treating Customers Fairly (TCF) and the Retail Distribution Review (RDR) to fees and robo-advice, modeling a business to efficiently deal with all of this can be challenging.

New ways to achieve customer retention

To stay ahead of the pack and lead innovation in a fast-changing society, is essential. How can you ensure that your customers have an exceptional experience when dealing with your company?