Talk to the right people
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There are around 74,000 firms and 225,000 individuals on the FCA Register/Directory however only a proportion of these are advising on SIPP business so how do you find the right people to talk to?
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Using our proprietary segmentation models you can target very specific types of firms and individuals based which can enable your business to take a huge step forwards. There is a specific Directory Function, ‘CPD11 - Pension transfer specialist’, so you can engage differently with them than with the other advisors in a firm. You can also see both the directors and business owners who are likely to be key in the decision making process of which SIPP provider(s) to use.
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Imagine your sales and marketing teams having access to an always accurate and up to date list of people for them to contact, leaving them free to focus on what they do best.
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Build Relationships with new firms
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Talking to newly established firms before your competitors do so gives you the best chance to build relationships and win their trust and business.
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Our Alert products give you all the information you need to do just that.
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Make sure Advisory firms have the right permissions
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How sure are you that the firms that are introducing business to you have the right permissions? Due diligence is usually undertaken when the agency appointment is first made, but firms’ permissions change.
Do you want to wait until the next review (if periodic reviews are conducted), or would you want to know straight away? We can make sure you always know whether a firm has the right permissions to write business with you or not.
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Events
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Using our unique Eventdata product you can invite people to events based on their actual location rather than where their firm happens to be registered.
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This means that if you run an event in, say, Manchester you will invite the people in that area even if their head office is in London.
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Dozens of other characteristics ensure you invite the right type of people from the right type of firm.