Working in general advice with Sustainable Life Solutions has completely changed my outlook for the longevity of my career. On top of that, their general advice platform has increased my productivity . It only takes me 90 minutes to provide advice which previously took 20 hours for me to prepare.
I was working as a single business owner for a dealer group, doing personal advice. This left me with all the back office work, compliance and facing clients that I had to do on my own.
I made a decision to change my career after the industry faced a swift ramping up of requirements, such as the FASEA exam and extra education. Also, the cost of running the business had escalated to a point where it was almost not sustainable.
The compliance regimes were putting a lot of mental stress and anguish on me as a business owner. I got to a point where I felt I was at a dead end.
I looked at what I could do to stay in the industry. I’ve never been averse to furthering my education — I enjoy studying — but to set out on a degree at this stage in my life was out of the question.
Easier to understand
Having switched to general advice working with Sustainable Life Solutions, the relationships I have with my clients are fantastic. The client communication has improved tremendously with the CRM system that is built into the technology driven general advice solution. I see my clients on a much more regular basis than I did before.
Clients I’ve had for many years have really taken to the general advice process. They find it much easier to understand.
General advice delivered correctly for me, is about educating my clients. Each of the insurances, features, benefits and structures are explained, information on things to consider when building a suite of insurances. The client is asked for direction: Which of these products could help meet your needs? What levels would you like to be quoted on? Which structure is appropriate for you? It puts the ball in their court.
My client relationships are a lot better than just telling clients what they need. Our relationships are stronger than they were before.
Working in general advice with Sustainable Life Solutions has completely changed my outlook for the longevity of my career. On top of that, their general advice platform has increased my productivity. It only takes me 90 minutes to provide advice which previously took 20 hours for me to prepare. My clients are involved through the entire process. It’s such a time-saver.
The number of clients I can service in a week is amazing. I thought I was about to leave the industry but the general advice model has changed everything. It’s opened a door.
It’s a win for the clients and a win for me.
Find out how our general advice model that integrates a CRM system, business process and compliance solution can work for you.
