HELPING YOU TO GIVE MORE ADVICE
ACHIEVING GOALS
Based on advisers ’ key business objectives , we then asked - how do you intended to achieve your objectives ?
KEY OBJECTIVES & HOW TO ACHIEVE THEM
HOW WE CAN HELP
GROWING CLIENT BASE
Advising wider family members and undertaking marketing campaigns scored highest , with using referral services close behind .
Outsource and extend your services via SimplyRefer , or find new clients with SimplyMarketing and VouchedFor .
REVENUE GROWTH
Increasing knowledge of products was by far the highest answer , with advising on additional products and outsourcing products ranked next .
Keep abreast of market and product developments with our event programme and MyLearning and outsource to specialists via SimplyRefer .
GROWING TEAM
Hiring more staff was the answer from half of advisers , with expanding knowledge and skills next .
Let us help you recruitment and use our extensive events and out training and knowledge programmes to increase knowledge and skills .
ENHANCING TECH
Bringing in new tech was by far the top answer , with replacing tech close behind .
Access our range of tech solutions or complete our tech fact find and we will advise where you can save money and increase efficiencies .
MANAGING COMPLIANCE RISK
Using tech to reduce regulatory risk was high on the agenda , alongside upskilling in-house staff .
Access a full range of compliance services , including audits and checks , tech solutions to mitigate risk , and events and training programmes to upskill .
REDUCING COST
Reducing operating costs was by far the most popular answer , alongside streamlining tech .
Access our range of tech solutions , or complete our tech fact find and we will advise where you can save money and increase efficiencies .
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