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Showing posts tagged with: Manual Excerpt

AMP Advice Summit 2018 | Update

AMP, HILLROSS, paraplanning, TNT

When Jack Ragan, CEO AMP Advice, opened the summit by telling us that the demand for advice has doubled since 2013 and the demand is only increasing. He then asked the 2000+ Advisors in the new International Convention Centre (ICC) – Is your business changing to cater to this demand? There were some nods, some head tilts and some blank concerned looking faces as I looked around at our peers.

The TNT team in attendance looked around at each other with a confident smile, as every innovative service TNT offers will support all Advisors with their demands and we were excited about the opportunities. It goes without saying that we need to continue delivering superior quality and service to our current clients but it also proved that there is so much opportunity to grow our current offerings:

  • Paraplanning
  • Revolution Service (Business & Efficiency Coaching); and
  • FUSE | The optimum AMP workflow and compliance Blueprint overlaid into Worksorted, a ready to implement leading financial services CRM.

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