The problems you have in your business are not unusual to you, most advice businesses share the same problems. In fact, you might not even know they are problems because they are just accepted as part of life giving advice.
Sending authority letters to providers and waiting for a response can be time-consuming and uncertain. If providers don’t supply all the information requested, additional follow-up is often necessary to gather the missing details.
The information you need to create suitable advice comes from multiple sources: provider policy information, provider websites, back-office data feeds, factsheets, risk profiling tools, and CIP process documents. This creates a challenge in consolidating reliable data.
Combining data from various sources to form a single, reliable point of reference can be complex. You may ask yourself: “Where did those numbers for that calculation come from?” or “Who confirmed there were no guaranteed annuity rates?” or “Why was an outdated fact-find version used when a new one exists?”
Supporting your decisions often requires different research tools. This involves rekeying data into cashflow tools, research platforms, and back-office systems, as well as updating meeting notes.
Drawing together all relevant information, completing accurate calculations, and balancing these tasks with other responsibilities can make it challenging to deliver timely suitability reports and annual reviews, which are essential for maintaining a strong client relationship.
AI is stupid without direction but can create incredible efficiencies. On the other hand, Paraplanners know all about the advice process but have inefficient processes to follow.
The Engine Room takes leading AI tools and puts them into the hands of the best paraplanners in the country.
The result? Fixed fee work, delivered quickly with clear data audits.
The Engine Room will triple the efficiency of your business.
We are looking for a tight, like-minded group of advice businesses who are willing to help us work to refine the solution we have built. In return, we are offering guaranteed heavily discounted rates and the chance to be involved to shape the service the way you want it to work.
When we both win, your clients get the best outcomes.
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Reach out to us using the details provided below or by completing the contact form. A member of our team will get back to you as soon as possible. We look forward to hearing from you!
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