All Categories > VouchedFor Verified & Unlimited > Enquiries
ENQUIRY REFUND POLICY. This policy has been updated as of 22/05/2023, as a result of adviser feedback. Whilst we haven't made any core changes to our refund criteria, we have made some of the policy…
Updated 1 year ago
What is a 'matched enquiry'?. Many consumers aren't sure what type of advice they need but have a recognised need for help in a particular area e.g. pensions, inheritance planning, mortgages. We work…
Updated 1 year ago by VouchedFor Admin
There are a number of ways enquiries come through to VouchedFor professionals. The enquirer uses the enquiry form on your VouchedFor profile. If an enquiry comes through this way, it means the consum…
Updated 2 years ago
Unfortunately, we can't qualify enquiries the same way an adviser might. What we do instead, is try to filter out any unsuitable enquiries and capture as much detail in an enquiry form so that you ha…
We find that on average, around 1 in 5 consumers will contact more than one professional (either through VouchedFor or through other means) and they will do this whether we allow it or not. Therefore…
Updated 2 years ago by VouchedFor Team
Whilst you will contact the enquirer directly, we also get in touch to ensure a good VouchedFor experience. Once an advice seeker has sent a message to you through the site they will receive the foll…
Top Tips on Initial Emails (template at the end). Enquirers won't always answer your first call. Here are some of our top tips to make the most of the email that follows! 1. Email promptly. As are mo…
To report an enquiry received directly through VouchedFor: . 1. Go to the Enquiries section of your Account 2. Click the 'Report' button next to the Enquiry in question This will be picked up by our…
The 3 Step Process That Helped Us Convert 27% of Free Financial Plan Enquiries! NOTE: This process is based on input from the best converting financial advisers on VouchedFor as well as our own trial…
Consumers are looking for specific advisers to speak to as they will have seen their personal profiles! Providing you offer the service, and the client falls within any wealth criteria you have state…
Going on holiday? In a busy period? Don't worry, you can pause your enquiries. In your account, you are able to pause your enquiries for up to 3 weeks at a time. This will mean that your profile is "…
How does it work? . Potential clients complete an online form which will gather information such as their net worth, income and outgoings, and their goals. In line with your wealth and services crite…
VouchedFor enquiries are different to client referrals, professional connection referrals, or cold leads. When speaking to these enquirers, small changes in your approach can make all the difference.…
We know it is important for you to manage your enquiries. See how you can do this in your profile! All the enquiry details are sent to you by email as soon as an enquiry comes through. This means tha…
When an enquirer reaches out, don't keep them waiting! In our Terms and Conditions advisers agree to contact enquirers within one business day. In reality we recommend getting in contact straight awa…
Top Tips on Initial Phone Calls The tone is set the first time you speak to an enquirer. Here are some of our top tips to make the most of those initial phone calls! 1. Thank them for getting in touc…
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by VouchedFor Admin
