more2life's dedicated site for UK financial advisers only - if you're a customer please go to our customer page

This website is intended for financial advisers only and has not been approved for non financial advisers.

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04.20

Keeping clients informed in a socially distant world

What should you be communicating to your clients, prospects and colleagues at this time, and what are the best ways to get your message out?
Suddenly we are all thrust into a new way of working – remotely and digitally. But setting up ways to effectively communicate with your clients, prospects and colleagues in a socially distanced world is something that will set you up well for the future.

But what should you be communicating at this time and what are the best ways to get your message out? This handy guide helps answer those questions and more.
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Take a client from KFI all the way to completion without filling in any paperwork. This together with automated, digital processes means you spend less time doing paperwork, and more time growing your business.

 
This website is intended for intermediaries only and has not been approved for customer use. more2life Limited. Registered in England No 5390268. Registered Office: Baines House, 4 Midgery Court, Fulwood, Preston PR2 9ZH. more2life is authorised and regulated by the Financial Conduct Authority.