The Adviser Platform (TAP) is planning to do annual review phone calls for its adviser clients.
The call to the advisers' clients is designed to prompt a review or to offer a reminder of the other services the adviser can assist them with.
TAP managing director, Ryan Edwards, says “advisers with large client bases are under pressure to demonstrate an adequate level of servicing is being provided to their client bases, but often lack the time or resourcing to manage it effectively."
"This service helps advisers demonstrate their ability to service their book to both the providers and the regulator, and also aids in creating a more valuable database as client contact details are checked and updated.”
It is also an opportunity for driving referrals, offering additional services, and improving client retention via a personalised touchpoint.
The calling is handled by TAP’s New Zealand based team, with all information recorded as a permanent record of the comprehensive service the adviser offers their clients.
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