Desk Caddie® and support
Desk Caddie offers your business practical support to help develop client strategies and advice solutions. It also keeps you up to date with the latest news and provides advice tips for client reviews.
This is more than an on-line technical library as it offers a range of practical tools including flowcharts, Steplists and quick calculators. Desk Caddie can support your business by:
- Allowing you to find answers to your questions
- Helping you manage the quality and consistency of advice in your office
- Upskilling new financial planners and increase the knowledge of your existing advisers
- Providing the interpretation and analysis of legislation and strategies at your fingertips
- Keeping you up to date with changes to financial planning strategies.
Desk Caddie is on-line with an easy-to-navigate structure. It is continually updated as legislative changes occur, and is written in simple English for easy use.
Where you have specific business needs we can work collaboratively with you to develop tailored services. This could include:
- Client education and marketing materials
- Speakers for seminars to clients or professional referrers
- Training days and workshops
- Projects to enhance the quality of advice across your business
- Consulting on projects to accelerate your business expansion
- Positioning your services or products against client needs and advice strategies.
Contact us at firstname.lastname@example.org to discuss your tailored package or to sign-up as a Desk Caddie member.