All Categories ​>​ ​Elevation ​ > ​ ​Action Lists ​ > ​ ​Opportunities

Opportunities

Estimated values of Commercial Opportunities

Commercial Opportunities. Opportunity Estimated Opportunity Value Prospects will "maybe" use the adviser's services in the future Prospect intends to use the adviser's services in the future Financia…

Updated by VouchedFor Team

Clients said their adviser has not asked them to recommend them to people they know

How to improve how you ask for recommendations: Choose your language Rather than “I build my business on recommendations – please can I have one” change to “I’d love to help others as I’ve helped you…

Updated by VouchedFor Team

Prospects will "maybe" use the adviser's services in the future

How to act upon the opportunity? Being aware that the prospective client potentially intends to become a client can be useful as this isn't always clear from the meeting. As the adviser, you should a…

Updated by VouchedFor Team

Prospects intend to use the adviser's services in the future

How to act upon the opportunity? Being aware that the prospective client intends to become a client can be useful as this isn't always clear from the meeting. As the adviser, you should act on this a…

Updated by VouchedFor Team

Helping others in your family prepare for their financial future

How to act upon the opportunity? As the adviser, you can use the feedback to raise the topic with the client in their next conversation, letting them know that you would be happy to help other member…

Updated by VouchedFor Team

Clients would appreciate help getting insurance to cover their mortgage payments

How to act upon the opportunity? This answer provides you with a warm opportunity for this client. It may be a good idea to let them know that you have made a note about their protection interest. If…

Updated by VouchedFor Team

Clients would like the adviser to contact them to discuss their protection needs within the next 1-3 years

How to act upon the opportunity? This answer provides you with a warm opportunity for this client. It may be a good idea to let them know that you have made a note about their protection interest and…

Updated by VouchedFor Team

Client would like help getting life insurance, income protection or a critical illness policy

How to act upon the opportunity? This could indicate that a client isn't sufficiently covered for one of the risks. As the adviser, you can then consider whether it is appropriate to reach out to the…

Updated by VouchedFor Team

Powered by HelpDocs (opens in a new tab)

Powered by HelpDocs (opens in a new tab)