In a survey of over 1,400 viewers 94.1% said they were better informed ahead of their adviser meeting allowing you to focus on their unique circumstances and objectives. Let Money Alive educate your clients upfront so you don’t have to.
Using Money Alive enables clients to positively opt-in to your advice process having built their knowledge sufficiently to recognise the value you can add as their adviser. This takes just a fraction of the adviser time it would have taken them to arrive at the same conclusion and can help you avoid getting embroiled in lengthy and fruitless conversations and correspondence.
Get your enquirers and clients to pick Money Alive’s brains and not yours! Our box sets cover the fundamentals so you’ll avoid many of the frequently asked questions from clients.
The platform has features and can produce reports that can help you analyse client engagement, behaviour and outcomes from your different marketing approaches. The MI Money Alive produces can help you better understand your own marketing strategies and where they succeed and fail, allowing you to make better informed decisions on where to focus.
If you use Money Alive, not only will you have better informed clients you will also be able to demonstrate to PII insurers robust risk management and working practices
Incredibly helpful - a fundamental part of our DB process
I especially like the fact that they gave pro's and con's with the different case studies, which you can then relate to your own circumstances.
It's very good.
They are very good. Written in a simply, easy to understand way, plus sometimes it is easier to listen/watch than read a pamphlet of a 100 pages!!
I am sure that the FCA would consider firms providing independent, unbiased information to clients in advance of a first meeting - to help inform and re-set the consumer’s flawed mind-set – as a good practice approach