Are you frustrated with inefficient processes?
- Does a mountain of paperwork prevent you from doing what you do best – spending quality time providing advice for your clients?
- Is your technology dated, meaning your processes are slow, your data often inaccurate and client service suffers?
- Is a lack of time hampering your personal skills development? Does improving your technical and product knowledge never get to the top of the list?
- Poor work / life balance – do the inefficiencies in your current business model prevent you from doing the things you love to do?
Introducing Sandringham Time
We describe ‘Sandringham Time’ as the positive experience our Partners have working with us. It means:
More time to think – we aim to remove the time-consuming complexities, inefficiencies and barriers from your providing and arranging advice.
More control – state-of-the-art technology enables you to see live information – including your client’s investments – from a single web page, anywhere, 24/7.
More time with your clients – our client management systems mean you can be freed up to spend more invaluable time with your clients.