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Nurture and grow your advice business

Looking for the easy way to retain and grow your client base in these uncertain times?

Are you too busy to regularly keep in touch and show clients and prospects that you care?

Would you like to generate referral opportunities, testimonials and Google Reviews on auto-pilot?

 

Welcome to the world of Feedsy!

Financial Advisers have revealed the greatest challenges they face to their profitability in 2021

An on-line survey in November 2020 showed the greatest operational concern of almost half of the Financial Advisers surveyed was fewer new clients knocking on their virtual doors next year.

Adapting to greater remote working was identified as the second biggest operational challenge Financial Advisers face in 2021.Updating IT processes to cope with the new normal way of working was seen as the greatest issue faced in the year ahead by one in five of the Financial Advisers polled.
This video features UK Adviser Lee Gardner adapting to a post COVID-19 retention strategy

Keith Richards, chief executive of the Personal Finance Society at the time of writing this article, said: “Financial Advisers have had to adapt to the new normal created by measures to slow the spread of COVID-19 at lightning speed.

“The pace of change shows no sign of slowing down in 2021 and will bring new business risks but also many opportunities to continue to rethink old ways of working, drive greater efficiencies and develop new methods of engaging with clients".

Link to the original article.

Engage more with clients in less time

Since 2013, Feedsy has been helping time-poor advice businesses with client retention and referral opportunities. We help Financial Advisors, Accountants, Insurance Brokers and Mortgage Brokers regularly stay in contact with their clients by auto-publishing stories to blog pages, email newsletters, client testimonials, social media feeds and more.

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How Feedsy helps Financial Planning practices and institutions create a digital client communication strategy

Special offer for COVID-19 and beyond

Ask us if your business qualifies to
receive 50% off the set-up and
the first TWO months for free!

Special COVID-19 relief package.

You can now start automating your customer engagement for as little as
£300 set-up (normally from £600) and £138pm (but pay no monthly fees for 2 months).

There are no lock-in contracts. Prices include VAT.

 

Our clients have found that the easiest way to discover how Feedsy can help their business is to book an obligation-free 30-minute Advanced Client Engagement review.

Obtain coupon code

If you are ready to get started and you believe you qualify for COVID-19 relief you can take advantage of the DISCOUNT on offer by having us send you a Coupon Code.

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South Australia
Australia 5154

Feedsy Pty Ltd
ACN 606 000 426

© 2020 Feedsy Pty Ltd