I’ve been working with John Reynolds and his team at Expert Pensions Advice to develop an exciting new service for the financial advice sector.
1) An integrated learning management system (LMS) for clients. 13 online learning courses which have been packaged together with helpful videos, documents and interactive quizzes. Taking regulated financial advice is a huge decision and it’s important that clients are informed and understand their options BEFORE deciding to proceed.
2) A bespoke ‘Retirement calculator‘ for clients. By entering details of your age, life expectancy, income, expenditure and investment criteria – It can should you a visual representation of your retirement plan.
3) A bespoke ‘Fee calculator‘ for clients. In the scenario that you decide to proceed with regulated financial advice, the fee calculator can demonstrate how our fees will be applied to your investment plan.
4) An automatic booking system for client appointments. Automatically synced to the Team’s Google calendars.
And much more……