Paraplanning Process
Having an effective, robust and repeatable process in place is what creates a successful experience for us and our clients.
Our Process
Our ambition is to become an essential part of your organisation, aiming not only to free up your time, but also to add value to your client proposition. We don’t have a set process for each and every client that we work with, we work with you to implement the most effective and efficient process, document that process and stick to it. We do not insist on retainers.
1
Quote Submission Sheet
Adviser
2
Quote sent within 1h
Plan Works
3
Agree Price. ‘Yes’
Adviser
4
Send Documents
Adviser
5
Book 10 min conversation
Plan Works
6
Compile Report
Plan Works
7
Submit Report
Plan Works
8
Feedback
Adviser
9
Make Changes
Plan Works
Information flow is the most important part of the process to get right and is fundamental to a lasting business relationship. We therefore offer a number of different communication methods, just pick which works best for you.
Face-to-Face
Telephone
Cloud
The cloud is the newest edition to our communication methods. We can establish a new “cloud” based drive which only Plan Works and you can access. This works the same as drag and dropping any documents into a drive on your own PC or Mac. This means that the files can be accessed by you any time and anywhere.
Keeping you informed is where we believe we can offer a real difference. We will work to your preferred method, be it a weekly call, email, Skype or FaceTime. As standard, we maintain a work flow sheet which keeps you informed of the state of development and expected time of completion – which you can access any time through our online client portal.