EES: What We Do
What We Do
You already know that we work with Financial Advisers as their outsourced administration support, but I wanted to share some specific information about how our services can help your business.
Let's say you're onboarding a new client with a view to implementing a Statement of Advice that encompasses the clients investment, retirement and insurance needs.
Here's how we can help 🖋
👇 1. We'll provide assistance to complete the Fact Find/Know Your Client process, AML, Superannuation and Investment Policy research.
👇 2. We will upload and manage the client's details using the CRM you currently use.
👇3. Once the client has completed the Authority to Proceed, we will implement the recommendations set out in the Statement of Advice.
👇4. This could involve completing applications, establishing term deposits, requesting insurance quotes or organising amendments to existing policies.
👇 5. We'll update you and the client every step of the way until implementation has been successfully completed.
We can be as involved with your clients as you would like us to be. Our team has a huge amount of experience in building client relationships.
A few other ways we can help:
✔ Preparing for client reviews
✔ Reporting
✔ Ongoing fee arrangements
