The Segment Leads and I have been working on a new process to ensure we keep fully engaged with our clients throughout the client journey. This will ensure we keep the lines of communication going with clients who engage with CJ to fulfil their Financial Planning Needs.

As such, we would like to introduce the following Touch Point Process. This is something which will be implemented by both the CF and Advisers, ultimately ensuring the Client is fully supported throughout their journey and remains fully engaged from first contact.

We feel by introducing the process, it will make managing your pipeline a more efficient process; so those clients who choose not to proceed are closed quickly and efficiently. Yet more importantly, those who become clients of CJ are confident that,  throughout the process, we are actively working in a collaborative way to ensure each of them result in a client saved.

Your Seg Lead has been involved in putting this together, therefore in the first instance can I ask any questions you have are directed towards them. For the CF team, we will discuss this in more detail during our technical call on Wednesday.

The Touch Point Process: