Become the future....

This article pretty much topped off the need for me to contact your establishment with an inclination to tell you about something that we offer financial advisors which allows the facilitation for their clients to be closer, more involved, better informed and equally responsible for their financial estate and affairs as a collaboration between the clients themselves, and their advisors. As the word transparency goes hand in hand with the above-mentioned factors, I think it is very apt for me to say that through this service the client can and will be able to access any and all information including stored files uploaded by both the client and any internal employee of the advisor including the advisor, as well as ALL communications (integrated into the service), as we know that for the sake of compliance records you need to save a copy of every communication sent to a client and back, and whats more is that this is all automated.

I am going to make two statements that epitomise the way this service works

The purpose of a business is to create and retain clients

By offering value through the means of personalised attention (communication), the more contact you have with a client, the better you know that client and the more opportunity you have to create business as an advisor

Now having read those two statements, thinking back to the article which drove me to contact your firm, you can see the direct link to the very essence of the article being essentially, I want more attention from my advisor.
We have created a web-based platform that allows advisors to contact and be contacted by their clients at their will, from anywhere in the world twenty-four hours a day. A DIRECT (permanent record) and PERSONALISED communication channel, storage facility and prioritisation of all needs provided by the CLIENT and not vice versa. We have seen too many systems that are solely for the advisor and his/her process, and we have seen too many times the advisor cold calling, looking for business, making the sales and churning their business at the cost of the client.

The new era is here, the era that places responsibility in the clients hands, the idea of the client, who has been harassed by insurance salesmen for the past 50 years, now having the onus and the power to activate their advisor when they deicide they have needs to be met.

Aside from all the value proposed to the advisor through, direct communication channel personalised to each and every client, constant mobile and globally accessible information through the access of the world wide web, leads being continuously created by the CLIENT through his use of the services features, there is also the matter of a residual income generated by the subscription to this service. The clients are offered this service at a small subscription fee, of which a percentage is paid back to the advisor as a residual income.

So without further adieu I introduce to you, PFIRESTORM

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