Client Engagement
Client
Engagement:
Once you have secured our service for your client.
We will provide you with a unique username and password for each of your
clients that you wish to prepare an advice document for.
Our Para
Planning – service empowers you to
better service & engage your clients.
The diagram below provides a snap shot of
how your business can benefit by integrating the service into your practice
management processes.
Data
Gathering:
This username & password would be
provided to your client and they can update their financial details online.
This of course could be done in many ways:
· Meeting
with you in office
· Client
can complete in their own time
· Online
skype meeting
· With
your IPad in front of client
· Your
appointed staff can follow up with client
· Using
any online meeting services
· Conference
call
· On
telephone
You can also provide client data the old
way:
· Email
your scanned fact finder
· Fax
your AFSL fact finder to us
· Send
in the snail mail
However it is completed, once done, we can
get to work. Our system has an area to provide notes where you give your
instructions on what you wish us to include in the advice document.
· Strategy
instructions
· Projection
instructions
· Financial
calculations
Para Planning – online service:
Professional
Collaboration:
Collaborating with other professionals is
an important part of servicing your client’s full financial needs. If required
your office can collaborate with your professional associates and work on the client’s
financial needs with consummate ease.
Many professional practices collaborate
with other professional practices to seek out best interest solutions for their
common clients. Seamless communication between offices is now possible with our
para planning service.
Para
Planning service:
New Wealth Solutions brings to the table an
online interactive, stream lined service that keeps you, your referrers, your
client and your staff online.