PATRON Adviser Solutions is a service that will proactively do whatever it takes within the scope of our industry to address all back office related functions of your business, allowing you to successfully prospect, service and grow.
This is a unique service that was constructed to remove over 90% of the admin / FSR functions advisers have to undertake. Testimonies from many advisers who have been using this service – plus their production data – show this service is successful.
For a confidential discussion please contact us at advice@patronfa.com.au or make an online enquiry
Using a combination of software and personalised service, we will take care of:
Data File / COIN Software Management
We will compile the data file for each of your clients. This involves initial data entry as well as maintaining up to date client information.
Para Planning and SOA Construction
Simply we will take care of all aspects of SOA development and discuss with you changes you wish to make to initial drafts. Our SOAs have met the closest scrutiny over the years and whilst it is the adviser’s responsibility to ensure these documents comply, we make every effort to ensure they do.
Full Services of a Case Manager
Case Managers are dedicated “virtual” support staff that will work with you on a variety of administration functions. Due diligence on proposal completion including management of outstanding requirements, as well as lapse and claims management.
Review Process Management
Our Case Managers will work with you on client categorisation, setting review dates, installing a process for regular reviews whether these be for lower level clients or personal meetings for A and B class clients.
Marketing Assistance
Marketing and prospecting is an adviser initiative and generally not part of our service. However COIN makes the process for some marketing to be completed quickly and efficiently. We will discuss with you your requirements and assist where possible.
It’s only the daring who challenges convention and forge new directions. At PATRON, we have our own complement of fearless advisers and staff that lead the financial services industry. PATRON Adviser Solutions is a hub of resources for those leaders with one objective in mind – to best serve their client.
PATRON Adviser Solutions (PAS) is just one unique aspect why advisers align their practice with PATRON. Together we are inspired, individual, and powerful. Just like a fearless leader should be.
