Work For Good provide a smart way for businesses to give to the causes that they care about. This platform builds giving into your day to day work, for the good of both charities and your business. Our pledge is that we will donate the first £50 from any new client who has been [...]
In an ideal world, we’d all diligently write up our meeting notes. However, there simply isn’t enough time. We offer a secure service to dictate meeting notes, minutes and reports. We transcribe them and return by email. It’s simple to use, meets the security necessary for the financial sector, and increases productivity by saving 3-4 [...]
A detailed, contemporaneous file note should be made of all verbal discussions with clients. File notes can be one of the most important documents in the event of a dispute or query with a client. A typical client complaint will involve some element of dispute in relation to the verbal discussions between the adviser and [...]
It's an important topic for us. For more details please see our post on LinkedIn. https://www.linkedin.com/feed/update/urn:li:activity:6455708264440176640
VoiceNotes & Adviser LifeTalk - September, 2018 VoiceNotes – you won’t believe how much time this simple solution is saving many IFAs, financial planners and paraplanners… How many hours a week do you spend on client meeting notes, engagement and recommendation letters, file notes, checking typos in reports and newsletters, entering client data [...]
As you're probably aware, the negative perception generated by poorly-worded copy and spelling/grammatical errors on a LinkedIn profile summary, website, suitability letter, newsletter or email should not be underestimated. For IFAs and financial planners throughout 2018, we are offering to check your LinkedIn profile for FREE. There are no strings attached, and if you like [...]
City Giving Day is one day in the year when businesses can unite to celebrate and showcase their charitable and volunteering efforts with employees, clients, suppliers and the public. City Giving Day 2018 is on Tuesday 25th September. "When you know your work is donating to good causes it makes a big difference to the [...]
Now a few months since MiFID II came into effect, the IFA community could be forgiven for thinking that the legislation didn’t amount to quite the paradigm shift that had been promised. Nevertheless, advisers who have yet to fully meet the far-reaching requirements should remember that the legislation is part of a wider process [...]
The generation-spanning grip of social media’s influence on our daily interactions shows no signs of loosening. In the working community, while we are perhaps less likely to be lured by the attraction of Snapchat animal filters (well, you’d hope), the pervasive presence of business networking sites such as LinkedIn - affording us a platform [...]
We all know the drill - busy day, lots of meetings, calls that seem to last an age, barely a minute to grab a sandwich, no time to listen to lengthy voicemails, firing off a quick email response to a client while on the go, and then a rather unhelpful drive [...]
