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Similaire à New Client Presentation
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New Client Presentation
- 1. An Introduction to Merchant Cavendish Young
- 6. O u r Strategic Partners MCY Fund Managers Banking Lawyers Accountants Commercial Loans Estate Agents & Mortgages “ Concierge” Services HR Support General Insurance Corporate Finance
- 10. 5 Key Benefits of Working with us 1. Our Wealth Managers are all highly qualified and continue to develop their industry knowledge and skills – we have a true learning culture within our business. You have the peace of mind that the advice you get is leading edge and takes account of changes as they occur in the market. 2. Our service is based around a robust process, a structured proposition and a clear fee structure . You have the peace of mind that the advice that you receive is not influenced by a need to “sell” a product to cover the cost of our service. This means that you can trust us to keep our advice impartial at all times. 3. We aim to be fast and efficient by utilising the latest technology throughout our process. You benefit from Merchant Cavendish Young being able to spend more time dealing with the things that really matter to you such as keeping your plans on track and ensuring that you are on target to achieve your objectives. 4. Merchant Cavendish Young have a range of propositions to meet the different needs of our clients. You have the peace of mind that the service provided will fit you own needs rather than paying for a service that you do not need. 5. Our reputation is built upon strong foundations and principles. This explains why 85% of our new clients come to us as a result of referrals from existing clients and our Strategic Partners. You have the comfort that you will be dealt with as an individual and that we will utilise our experience to ensure we support you in achieving your personal and financial objectives.
- 12. Merchant Cavendish Young Limited John Stow House 18 Bevis Marks London EC3A 7JB Tel: 020 7375 9040 Email: info@merchantcavendishyoung.com
Notes de l'éditeur
- The key here is to how we work with our clients to understand what it is they value, then deliver to that value & ensure they recognise that have they received that value. All too often I.F.A’s take instructions to source a product and that I.F.A’s works on that brief and does nothing to question the reasoning behind the request and the broader picture. They therefore struggle to demonstrate value in many instances as they haven’t provided it! So at outset the Consultant needs to explore the motives and the bigger picture, then question & challenge the clients views, plans and needs. Then they need to appeal to the more emotive needs and show how they have done this throughout the process. Here value is established, delivered & demonstrated and repeat business is forthcoming