"I just want to spend more time with clients but admin, research and report writing is holding me back."
You can’t write business if you can’t engage with clients. You can’t engage with clients if you are short of time for meetings and calls or if you are short of resource to follow up with reports and reviews.
Since 2002, The Timebank have been selling both time and resource to advisers like you. These advisers demonstrate a better engagement with clients, write more business and have more time to spend doing other things.
The Timebank can be your flexible, virtual admin and paraplanning support. This is far more effective than employing people as you don’t have all the associated employment hassles and we are entirely flexible.
Customer profile
Sole trader IFA based in the North of England. Excellent client relationship built up over years of working in a large national IFA before setting up their own business. Directly authorised with external compliance support. Work with a part time administrator. Intending to grow the business through referrals as a result of delivering an amazing client experience.
Doesn’t want the bother of employing a paraplanner. Weight of compliance is a worry. Wants to spend as much time as possible with clients. Starting to get a backlog with work and worried it will affect client sentiment.
Objective
- Adviser and paraplanner have a weekly call to discuss work.
- The Timebank support team transcribe meeting recordings (video or audio) into a consistent meeting note format.
- The Timebank support team process authority letters and data harvest to obtain policy information.
- The Timebank paraplanners undertake research and challenge the adviser as a critical friend and agree the way forwards on each case.
- The Timebank produce reports to present to the client.
- The Timebank manage the back-office system.
- The Timebank work to predictable turnaround times.
- The Timebank deliver high quality of cases.
Customer profile
Sole trader IFA based in the North of England. Excellent client relationship built up over years of working in a large national IFA before setting up their own business. Directly authorised with external compliance support. Work with a part time administrator. Intending to grow the business through referrals as a result of delivering an amazing client experience.
Doesn’t want the bother of employing a paraplanner. Weight of compliance is a worry. Wants to spend as much time as possible with clients. Starting to get a backlog with work and worried it will affect client sentiment.
Objective
- Adviser and paraplanner have a weekly call to discuss work.
- The Timebank support team transcribe meeting recordings (video or audio) into a consistent meeting note format.
- The Timebank support team process authority letters and data harvest to obtain policy information.
- The Timebank paraplanners undertake research and challenge the adviser as a critical friend and agree the way forwards on each case.
- The Timebank produce reports to present to the client.
- The Timebank manage the back-office system.
- The Timebank work to predictable turnaround times.
- The Timebank deliver high quality of cases.
100%
cases as satisfied or very satisfied
3 months
to help adviser catch up with backlog
10 days
to produce transfer cases
8 days
to produce non-transfer cases
"Excellent report- so much better than I could have produced – and explained it perfectly and done in quick time – very happy"— Client name, company X
This sounds like me. I would like to know a bit more about The Timebank before going ahead
We would our service to our clients, so we will give you a call and listen to your needs to make sure we can help you. In the meantime, we will start off by giving you complimentary access to The Timebank Foundations Programme.
Being a guest client gives you the following benefits:
- FAQs about the service
- Due Diligence on us as a company
- Access to our PRODMatcher tool, which solves the PROD problem
- Access to our Due Diligence reports on providers and manufacturers
- News, hints, tips and opinions sent directly to your inbox
- Access to ongoing CPD video series
Which of these sound familiar?
Start working with us
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