Small to Medium Sized Businesses
With their practice quickly expanding and the attrition of their internal paraplanning team to financial planners they no longer had adequate support to meet the demands of their planners and the advice documents that they were generating.
Their Statement of Advices were tailored to provide personalised, comprehensive advice to their client base and they did not want to compromise the quality and presentation of the documents.
NK Consultants and their client partnered together to develop a realistic, efficient strategy to work through the backlog and ensure that new cases were turned around quickly.
NK Consultants committed to understand how this medium sized business delivered their advice. Working with their client’s holistic advice approach NKC built a service offering that aligned to their individualised Statement of Advices. NK Consultants provided adequate resources that had real experience and technical knowledge of the financial industry and understood the comprehensive strategies.
The backlog was dispersed within 3 weeks and new requests begun moving through the workflow efficiently.
NKC’s qualified paraplanners were able to quickly work through the existing cases and clearly aligned the advice documentation with their client’s presentation preference. With the support of NK Consultants new cases are dealt with in a timely manner and NK Consultants can quickly react to workflow volume changes.