An annual review phone service is being launched by The Adviser Platform (TAP) to help reduce the load on busy advisers with large books.
TAP’s Managing Director Ryan Edwards says advisers with large client bases are under pressure to demonstrate to the regulators an adequate level of servicing is being provided to their clients.
“But advisers often lack the time or resourcing to manage it effectively,” he says.
“This new phone contact service helps financial advisers demonstrate their ability to service their book to both the providers and the regulator, and can also help create a more valuable database as client contact details are checked and updated annually.”
Edwards says the service, to be launched 1 April, will provide an opportunity to drive referrals, offer additional services to clients, and improve client retention.
“Calls will be handled by TAP’s NZ-based team, with all information recorded as a permanent record,” says Edwards.