I help forward thinking and Independently minded IFA's by transitioning their businesses to a cutting edge, Independent platform away from Out of date propositions. Giving their clients access to an Award winning Platform and tools.I have worked in the Wrap Platform field for over 14 years, and the Industry for over 30 years. Working originally for a Traditional Provider, now for an Independent platform. I have seen how quickly the market can change I help businesses transition their clients easily by project management, consultancy and delivering training.Clients are looking for a sustainable, cutting edge platform to help deliver their service proposition to their clients.Picking the right the platform is a nightmare in a quickly evolving landscape. I can help with:- ● An innovative DD report builder ● In depth market knowledge ● Project management ● Implementation.Being Time Poor leads to you putting up poor, older systems. Good technology should:- ● Improve efficiencies in your business ● Create more capacity within your business ● In the current market where margins are being squeezedService is being eroded and the Covid lockdown only served to highlight this further. Nucleus gives you:- ● Regional Field based Director ● Field based Account Manager ● Named Admin in HQ ● During lockdown Admin is still available by email and phoneThe longer you stick with old, clunky platforms that serve neither your needs or the needs of your clients, the harder it will be to implement change when enough is enough. In the meantime you are damaging the revenue of your business and ultimately its value. Hopefully we can speak soon.If you would like to get in touch or connect ☎ 07739 340473 ✉ Russell.dowd@nucleusfinancial.com
Listed skills include Pensions, Financial Services, Wealth Management, Investments, and 23 others.
