Consider the sales process. Broken down into its constituent parts, which is the most time consuming task? The fact finding process? The presentation of our solutions? More often than not, it will be the work we perform between these key elements that will be the most labour intensive (and perhaps, most costly) element of the process.

Advisertime will;

• Meet with you to discuss your requirements, based upon your client questionnaire and meeting notes.
• Use your research and recommendations, or;
• Provide research services, working with Insurance companies and Investment groups to obtain literature, key features, illustrations etc.
• Liaise with your Compliance team
• Prepare quality client reports bespoke to your specifications and requirements.

We aim to limit the time spent by you to an initial discussion and, of course, the time that you take to check and sign off the report.

We hope that, by working together, the time saving to you will increase, as we begin to understand your requirements more fully.