Reducing Your Administration Burden
Reducing Your Administration Burden
We know that growing a financial planning business requires you spending more time with your current and prospective clients rather than administration functions. Hiring dedicated resources for this is usually too costly. That’s why we are focused on developing and providing the best-of-breed in the market place to support your business. That means more time for your clients and more time for growing your business.
At Loyalty you receive access to a full suite of support services which can remove many of your current internal administration functions. Access to quality Review Processes, Service Offer Agreement (SOA) productions and Data management will assist in reducing compliance and administrative functions that restrict your time with clients.
Protecting you, your business and your clients with regular audits and reports
We help you ensure that your business is robust and compliant. Authorised Representatives generally have an initial audit within six months of joining us, with annual audits thereafter. If any issues need addressing, we can schedule additional audits to support you through the process. With the right SOA and review process, desk-based audits can be completed remotely and are used as enhanced coaching to continually improve the quality of advice.
Easy access and Support
All of our manuals and reference material are available online 24/7, whether you’re in the office or on the road with a tablet or smartphone. You have instant and easy access to complete procedures manuals and all supporting documentation.