VoiceNotes & Adviser LifeTalk – September, 2018
VoiceNotes – you won’t believe how much time this simple solution is saving many IFAs, financial planners and paraplanners…
How many hours a week do you spend on client meeting notes, engagement and recommendation letters, file notes, checking typos in reports and newsletters, entering client data into templates etc.?
We understand that there is ever-increasing pressure on hours in the day to get everything done, so we have launched a service to do these time-consuming administrative chores for you.
How the service works:
Dictation/transcription: You dictate the notes from any phone then hang up. We type, proofread and return them by email. It’s very straightforward and saves hours.
Proofreading: Email us your written content (newsletters, link to a website, reports) and we’ll proofread and suggest amendments. We guarantee you’ll have professionally polished documents for 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
LifeTalk Member Offer: A two-week free trial (usually one week) to put us to the test!
To take advantage of any or all of the above, just contact us on firstname.lastname@example.org / 0207 117 0066 to discuss the service with one of the team.