The risk store has launched a new Telephone Contact Service for advisers.
This outsourced service, which addresses the issue of maintaining client contact during difficult economic times, is designed to help advisers stay in touch with their clients, enhance the value of their service proposition and build the value of their business.
The service is available to advisers with a medium to large client base who want to have regular contact with their clients.
Using a specialist outsourcing provider, the service offers the adviser one or all of the following:
- Data cleansing of the adviser’s selected client database
- Conducting a financial health check of selected clients via telephone (choice of sets of 5 or 10 questions from a large bank of questions)
- Making appointments with the client for a review with the adviser, either by phone or in person
The risk store advises it has decided to offer this service due to its observations of a growing number of advice businesses who are losing contact with their client base, particularly over the last 12 - 18 months as the effects of the GFC have been felt by consumers.
… the GFC has not only dented the confidence of the consumer, but … has also impacted the activity of some advice practices
risk store CEO, Peter Wincott, said that the GFC has not only dented the confidence of the consumer, but that it has also impacted the activity of some advice practices, where there appears to have been a scaling back in contact with their clients.
Mr Wincott emphasised that while one of the key secrets of business strength is maintaining strong ongoing client contact and relationships, this takes time and effort, and this is where the training and education group’s new service is intended to add value.
Advisers can click here for further details about the risk store’s Telephone Contact Service.
