/ Advice and planning

We divided and conquered…

…conqueréd? Not sure where the emphasis should go there. Anyway – #langcatlive: Divide & Conquer is now complete and what a day we had. You may have already seen some of the press coverage from the various sessions and hopefully you are still clutching your printed Baby SOTANs from the Wave 7 launch at the start of the day.

Look out for round up blogs and more content coming out on our website in the coming weeks as we comb through the content picking out highlights to share.

In the meantime, here are some useful bits and pieces:

  • The first shots in the gallery of professional photos below – more will be added in the next few days as they come through, so keep checking:

/ Blogs

Impact of poor service

/ White papers

The Impact of Poor Service

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.

Impact of poor service

/ White papers

The Impact of Poor Platform Service

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.

/ White papers

Answering the Call

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.