Dear adviser community

Adviser use of good, well-designed technology in the modern world is imperitive. The technology used needs to strike the balance between: added functionality for promoting the adviser’s business, balanced by the technology saving the adviser time via pre-population, reduced duplicate typing, easy data and document access, analysis, comparative and report functionality, along with interfacing with other needed systems and departments within the firm and targeted marketing.

We have been expanding our all-encompassing intranet system for the past 17 years. Designed by industry personnel with advising experience and updated on a weekly basis by skilled programmers, with the aim to make the system as efficient as possible. Achieving the best outcomes with the least inputting. Utilising all the key information, right from the initial customer enquiry, to the client factfinding, needs analysis, solution and product comparisons, recommendations, report writing, servicing flagging and execution.

Another key process we have found, is to listen to what advisers want and to offer alternative solutions for advisers with different preferences. For instance, we found that some advisers want everything online and some advisers still want the option to deal with client meetings and documentation offline. Hence, we built these alternatives into our systems and processes.

If you are looking to join a Network or change Networks, please contact either of the below, or reply to this email, to find out more about joining the best, Independent (whole of market Network).

To apply to join, click on: http://intranet.julianharris.net/recruitment/

Peter Welsh
Business Development Executive
peter.welsh@julianharris.net
07789 446798

Julian Harris AFPC, MAQ, CF9
Chief Executive Officer
julian.harris@julianharris.net
07703 569850