From the outset, we sought to make a real difference for the large volume of passive clients who exist throughout the financial services sector. As our business has developed, this has required us to build our expertise in two key aspects: portfolio transfer – this involves everything from engaging with an interested financial advice practice, assisting them to segment their database, through to implementing the client communication plan and project managing the transfer of clients at a product provider level client nurturing – passive clients, are by their very nature unlikely to take action themselves. Therefore it has been necessary for us to utilise regular phone contact as an initial point of contact to assist the clients in the transferred portfolios to get to know, like & trust us. Even then, offering traditional advice products or services has not been successful as many of these clients simply need to get on top of their money, before they can be able to consider financial advice. Key projects have therefore involved creating new non-advice products to strengthen their engagement with their money … and with us. Renovation & Keynotes – why and how you can future proof your practice.