Recently I’ve been reading and working on some client-facing materials (on and offline) for a couple of companies, big and small. Here’s a little cri de coeur from me. Think
Recently I’ve been reading and working on some client-facing materials (on and offline) for a couple of companies, big and small. Here’s a little cri de coeur from me. Think
Sorry about the title of this post. Sometimes a piece jumps up that just fits into a cliche so neatly you can’t resist it, and this is one of those.
Sorry about the title of this post. Sometimes a piece jumps up that just fits into a cliche so neatly you can’t resist it, and this is one of those.
We provided the research for a report, in conjunction with Parmenion, which reveals how far short of expectations many adviser platforms are falling. The research found that over the last 12 months, 88% of advisers needed to apologise to at least one of their clients on behalf of a platform, and that poor service delivery from platforms impacts 91% of advisers every day.
We provided the research for a report, in conjunction with Parmenion, which reveals how far short of expectations many adviser platforms are falling. The research found that over the last 12 months, 88% of advisers needed to apologise to at least one of their clients on behalf of a platform, and that poor service delivery from platforms impacts 91% of advisers every day.
Service means a lot of things to a lot of different people. It’s so subjective it can be hard to put your finger on. This paper aims to challenge the status quo and inertia that’s built up in the sector for many years.
