Broad business support to Advisers, Networks and Providers.

With the number of advisers at an all time low, competition between distributors for Advisers has become the key business issue. As these networks and providers have concentrated on developing competitive products, streamlining the sales process and other IT solutions  the Advisers have been left to develop their own infrastructures, support services and networks at a time when the business and the requirements of the FSA and customer are at their most demanding.

 

Advisers tell us they:

• Are sales focused – but do not have enough time in front of clients
• Lack enough hours in the day – doing everything themselves with no ability to delegate
• Do not plan for the future  – always having so much to do today
• Struggle with the amount of administration the job requires – yet they do not have the administration back up to take this problem away!

We know Advisers could be much more successful, customer focused and compliant if they:

• Had more time to focus on clients and advice
• Had the administrative backup that was Adviser and customer focused
• Had Insynergi advising them!

Insynergi’s  practice development is a service focused upon helping brokers to drive up the performance of their businesses. We provide a range of services and preferential arrangements :

• Top down business review and growth planning
• Compliance outsourced services
• Non-executive Chair and governance support
• Outsource HR expertise
• Marketing expertise, e.g. PR/Website/Branding
• Administration support – Staff management and Processing Procedures and Standards
• Support in finding new business enablers such as IT/Insurance arrangements/Premises