Forum Discussion
Great questiondela.dzadey we have a couple of ways to do this:
- We have a team approach to each client, for example, there are at least 2 advisers across every client.
- We have an “I Love You Calls” spreadsheet which our team members update every day for various areas
- Our weekly meeting on a Monday has a list of every client with an open WIP, which helps with what we are doing with clients
- We have set up snapshot within xplan which has the key items anyone speaking with that client show know, for example interests, golf days etc.
There are a number of double ups here, but it helps ensure anyone in the team who would be talking to clients has at their finger tips any key issues/items they should know if they need to call a client, or they call in
Related Content
- 5 months ago