Save time. Save money. Get it right.
There's nothing like being organised to help maintain a reliable and professional image - let alone achieve an efficient and streamlined back office. Checklists are a great tool for managing multi-staged processes where you need to juggle paperwork and activities. They are a great indicator tool to your clients that you know what you're doing!
Most importantly where the client is concerned, checklists minimise the chances of missing something and wasting the client's time (which is of course a waste of time and relationship-building for you and your staff too).
They are fiddly to put together, however, and tend to grow a little haphazardly as experience grows. So because The Risk Store offers the benefit of hindsight and experience gleaned from all corners of advising, we can deliver to you a series of checklists we believe are comprehensive and tested. Some are not administrative in nature but sales-oriented - as such they could probably be regarded as an adjunct to the Advice Process Guides.
Some of the steps listed and tools referred to may not be what you use. Feel free to change the checklists to suit your own advice process model…they are yours. And as always, let us know if you have a great suggestion to share via the Contact Us page at the bottom of this webpage.
The checklists are categorised for easy location, into the stages of the advice process - just like the Advice Process Guide and the Standard Documents in the Text Library. So there may not yet be a Checklist within every Stage you see here, if not, talk to us about TouchPoint.
Looking for a complete end-to-end client & referrer communication solution including additional CHECKLISTS not featured here, workflows and threads to work with your planning software template library? Check out our TOUCHPOINT product.
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