04 Oct Our IFA file note template has arrived!
Our IFA file note template is free, and our dial-in dictation service means you don’t even have to write up notes yourself!
Your FREE IFA file note template awaits – click below!
File note template is here : click here, on the image below, or email us at email@example.com.
The template contains full details, but as a brief, general overview, meeting minutes and file notes should include the following:
- Identity of the attendees.
- Date and time of the meeting.
- Location of the meeting.
- Initiator of the meeting.
- Agenda item summary, followed by minutes relating to that item, next steps recorded, with an execution date and the person responsible for each step.
- Next meeting date set.
- Note: if appropriate: remember to add relevant information about the client order, including the price, volume, type of order and when it shall be transmitted or executed to meet MiFID II and SM&CR regulatory requirements.
How the service works for meeting minutes and file notes
You dictate the notes from any phone and then hang up. We type, proofread and return them by email. It’s very straightforward and saves hours – hours that would be far more productively invested in client engagement and revenue-driving activity.
IFA file notes are date and time-stamped, so they can be used as evidence, should the need arise, to protect you. For instance, they can serve as contemporaneous file notes, so as close as you can get to actually recording a live meeting.
Quotes from a couple of our clients
“The service has enabled me, and the other director of Oakhouse Financial Services, to maximise our time in doing file notes, doing internal memos and also being able to send emails out. It’s been invaluable in growing our business, and you guys always deliver the notes on time. So thank you very much.” Robin Bates, Oakhouse Financial Services
“VoiceNotes saved me the 3-4 hours a week that I used to spend writing up client meetings and calls. Thoroughly recommend them.” Alex Popplewell, ex-MD BlackRock/MD Hiddensee Financial
Our service is in Adviser LifeTalk – helping busy financial planners, advisers and IFAs
VoiceNotes enables you to dictate meeting notes, IFA file notes, minutes, reports, client updates, etc, which are typed, proofread and emailed back to you and your support/CRM if required. Our bespoke technology delivers your information via the highest security means possible. Our expert UK-based team process your documents with accuracy and intelligence. As a result, it not only frees up your time, but you’ll also meet MiFID II regulations, which stipulate that all client meetings need to be documented.
As quoted by Philip Calvert in Adviser LifeTalk, when discussing VoiceNotes, “You will not believe how much time this simple solution (IFA dictation and transcription service) is saving many IFAs, financial planners and paraplanners.”
We understand that there is ever-increasing pressure during the limited hours in the day to get everything done. To meet this requirement, in 2007 we launched a service to professionally undertake these time-consuming administrative file notes for you. And it’s still going strong! We can even transpose the file notes into your templates.
Costs for our IFA file note dictation and transcription service
Why don’t you try our service to see the benefits for yourself. For FREE! firstname.lastname@example.org / 0207 117 0066.
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