Documentos de Académico
Documentos de Profesional
Documentos de Cultura
$`dgc\d\ekKil\Gfk\ek`Xc%
=\Xkli\[JkiXk\^p @dgc\d\ekXk`fe
Kil\Gfk\ek`Xc
@]pfld`jj\[flicXjk]\Xkli\[JkiXk\^p#:fdgc`XeZ\$[fnecfX[`kefnXknnn%kgccg%Zfd
È_Xe[_\c[Xccf]k_\nXpÉ N_Xk`jXj`dgc\#\]]\Zk`m\Xe[
Before joining True Potential I was part of a National IFA firm offering me a range of
le`hl\@=8J\im`Z\jJkiXk\^p6
support. I was already using a version of True Potential and was very pleased with the
way the system worked. I was delighted to be offered the chance to move to the more
advanced system especially as it came with the assurance that I would be supported
in the same way with the setting up of my new system and my direct authorisation
with the FSA.
It’s simple in that our system gives you an I\mfclk`fe`j\pfliYlj`e\jj
Thankfully, True Potential held my hand throughout the entire process providing me
with a Dedicated Contact who offered prompt help and advice when needed.
accurate reading of your firm’s worth and
translates that into a value for you. $`dgc\d\ekKil\Gfk\ek`Xc%
The assignment of this one point of contact certainly made all the difference.
The implementation process itself certainly helped with the cleansing of my data, it
has allowed me to remove all obsolete contracts/policies and all of my data is now
It’s effective because it is efficient,
accurate and up to date. This has allowed me to obtain accurate real time valuations
flexible and tailored towards firms just
on my client’s policies, something that I find of real worth when servicing my clients
like your own.
as they can now always see their true value.
I particularly find True Potential’s modern approach excellent and it works really well
with my business and approach. The area I use the most in the system is the client files
section which I find invaluable. Completing factfinds couldn’t be easier too –
I can do this both on and offline. The system is also great in terms of the compliance It’s unique through the fact that it offers
offered, the checking system that is in place works with me to ensure I am following your firm’s value at a guaranteed rate
without any small print.
my own business plan.
È@i\Xccp[fÔe[k_\jpjk\dm\iplj\]lc%@knXjXcjf^i\Xkkf_Xm\X
;\[`ZXk\[:fekXZkkf_Xm\dpY\jk`ek\i\jkjXk_\Xik_\cg`e^flk
XjXe[n_\ei\hl`i\[%@fecpn`j_@_X[dX[\k_\dfm\kf
Kil\Gfk\ek`Xcjffe\i%É To see the effect our business can have
on yours there’s no substitute for a live
;Xm`[9li^\jj# demonstration. To hear how our business
;Xm`[9li^\jj=`eXeZ`XcJ\im`Z\jCk[% can make a difference to yours - call us on
0871 700 0007 or visit www.tpllp.com
Powered by
true potential