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Fin Svcs R&R (Service & Support (General & Ad hoc advice,…
Fin Svcs R&R
Service & Support
General & Ad hoc advice
Respond to Client Requests
Investment of accumulated funds
ROAs
Monitor investments
Client education
Cash Flow Monitoring
Tax planning (where required)
Advice
Client Profile
Research
Advice Overview
Detailed Strategy
Build SOA
Deliver SOA
Engagement
Marketing
Initial Conversation
Discovery
Proposal
Client Agreement
Implementation
Prepare Forms
Liaise with Insurer
Liaise with Platform provider
Liaise with Client
Review
Quarterly Review & Reporting
Annual Review & Reporting
Pensions
Evaluation of impact on overall strategy
Goal update (inc retirement projects)
Update financial modeling