For over a year now we have talked to, trained and approached many IFA firms. We have many enthusiastic supporters. We have learnt though, that the general IFA’s perception of this market and their clients views and objectives, are often, not aligned.
So how could we show IFA’s that they might be behind the times. How could we show them they may be missing a trick? How could we help them generate more business?
The answer is the Positive Pennine client survey. To aid the adviser all reference to Pennine Wealth Solutions or Positive Pennine has been removed from the survey. IFA’s can brand the survey to their own name and logo.
There are 3 parts to the survey:
- A covering letter to your client.
- A short Impact Report, to enable the client to be clearer about what we are alluding to.
- The survey itself.