Information for advice professionals only.
Slipstream is seeing a growing momentum from advisers, and potentially regulators, to move towards annual service agreements. Yet, research has consistently shown that delivering a valued ongoing service is a significant challenge in most advice businesses. It is also the area that consumes the most time and resources. Given this background, providing clients with an ongoing service that they value year after year will be critical to businesses prospering in the future advice landscape. This webinar covered 4 key areas: (1) The key elements of such a service (much more than just a portfolio review), (2) The people and processes needed to deliver it efficiently, (3) The groundwork that needs to be done to implement it (4) What such a service might be worth to clients.
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