IN THESE UNPRECEDENTED TIMES, WE ARE ALL LEARNING HOW TO DO THINGS DIFFERENTLY. WE ARE STILL HERE, OFFERING THE SAME WORLD CLASS SUPPORT WE ALWAYS HAVE, JUST IN A SLIGHTLY DIFFERENT WAY!
You’ll no doubt be looking outside the box for ways to stay in touch with your clients and give them the same level of service you always have. To help you we’ve recently issued guidance on non-face-to-face advice and verifying identity in those circumstances.
Social media is a great way to stay in touch with your client base and share updates, just make sure you’re following social media guidance and, if necessary, getting content approved with our Financial Promotions team before posting.
Our very own Dave Corbett has brilliant info on getting the most out of social media, his presentation from the Kick Off events can be downloaded here (https://tinyurl.com/yx73oeb2). If you need any ideas, your RSD can help share best practice from colleagues around the Network as well so do get in touch.
Most of our teams are working remotely now, but we are all still available to help you in whatever way we can. You can get in touch with us using the details on the opposite page or email info@primis.co.uk.
We hope everyone stays safe.
