Sue Mcfarlane Email & Phone Number

You didn't become a financial adviser to become an administrator, did you?Financial advisers are often buried beneath a mountain of paperwork, drowning in endless tasks, spending hours on hold with providers, and feeling the pinch of limited hours in a day.That overwhelming stress? It’s a silent business killer. Not only does it steal your time, but it chips away at the quality of your service, keeping you from what you truly love in your field - providing unmatched financial guidance and support to clients.Imagine a world where your diary is bursting with client appointments and not general admin. Where every piece of advice is expertly written and where clients aren't just satisfied, but utterly impressed.Enter Plus Group and Fluid. A comprehensive suite of tools and services tailored to advisers like you. Our mission? To give you back your time, supercharge the quality of your advice, and ensure every end client's experience is a testament to your expertise.Here’s a summary of what’s on the menu:👉 ParaplanningNot to brag or anything, but we’ve written over 50,000 suitability reports and our most recent first-time suitable score was 95.08%👉 FluidYour all-in-one paraplanning case management solution which empowers you to track every stage of your cases in real time, whenever, wherever.👉 LOA Chasing & CheckingGet up to 50% of your time back in your diary as our Chasers relentlessly pursue the required information from providers.👉 Cashflow ModellingAlso known as ‘lifestyle illustrations’ by our treasured ‘Cashflow Ninja’ John Whitehead, these clearly portray your value by showing your clients what their future looks like with versus without your advice.👉 Lead Generation AdsFinessed digital lead generation funnels that will attract, engage, and encourage prospects to make contact with you.👉 SISOMAThe Swiss-army-knife of social media marketing which will have you creating and sharing a full calendar of branded, engaging content that your audience will love. All in as little as 2 minutes per week.Phew. Now, what’s next?Head to my Featured section to learn more about what we offer, have a nose at our fees, or book in a free 1-1 live demo of Fluid! ☝️

Listed skills include Wealth Management, Financial Services, Income Protection, Financial Planning, and 9 others.