With summer in full swing I’m wondering if advisers are taking this time to get out and see more clients and prospects or are you re-evaluating any processes to see if you can improve the way you do things or add value to your service?
It would seem to me that this isn’t the busiest time of year, at least not for our clients, so how do you approach a slower period? If you’re in the office reading this it means you’re not in Spain, Italy or the South of France. Are you catching up or re-tooling?
I have had some clients in for training recently who are keen to start automating more processes in their offices and they’re looking to Adviser Workstation to help them. Importing client portfolios from wraps has been a very hot topic.
I have helped our clients import portfolios from Transact, Nucleus and Advent and we will be adding additional platform templates in September to make it easier for more advisers to import portfolios into Adviser Workstation. If you’re not using the import facility yet, why not? What can we do to help?
Evaluating a current investment process also seems to be something many of our clients are doing this summer. Is the current process compliant? Is it consistent? Does it produce results?
I know we have had these discussions this summer so we’re hoping there are some good ideas being considered and some self assessment taking place.
It is pretty easy to get caught up in the hum of business as usual during the year so a little reflexion and re-assessment can go a long way.
If you have time this summer to re-evaluate some aspects of your business, give us a call or send us an email – we would be happy to help. I guarantee there are things the system can do to help you add value, save time and mitigate risk.