But What Is
Client Servicing?
SJP divide the process of Client Servicing into “4D’s”
Design
You must design a service proposition and strategy for all your clients.
Disclose
You must meet your client expectations by clearly articulating a servicing proposition.
Deliver
To enable to deliver your service proposition, you need a system in place.
How About
Some Visual Inspiration
Below is a small collection of what services we can offer you.
Ready to read more? Why not download our brochure?
January
Birthday Cards
Client Testimonial
Providing confidence and security to your connections.
Monday, 12:30
Quote on Investing
Aligning your brand with positive, inspiring and thought provoking quote. - Education & Value
Tuesday, 09:00
Share a post by Andrew Shaw
Providing insights to your connections via key SJP figureheads. - Confidence & Security
Tuesday, 12:15
Re-branded Insights Post
Applying your brand to an SJP insight and sharing to your connections. - Education & Value
Wednesday, 09:00
Life at the Practice Photo
Giving your brand a face and a look to what goes on behind the scenes.
Thursday, 09:00
Social Listening Post
Sharing a post relevant to your target audience. - Education & Value
Thursday, 12:15
Mental Health Awareness Week
Raising awareness of important social issues. - Responsibility
Friday, 09:00
Charity Work Post
Showing your connections that you are a brand that cares. - Responsibility
Friday, 12:15
Meet the Team
Giving your brand a face by introducing your team. - Life at your Practice
Saturday, 12:15
Investing in Volatile Markets Post
Providing valuable financial information to your connections. - Education & Value
Sunday, 12:15
We Follow a
5 Step Process
From step 1 through to 5, we are meticulous in our approach to ensure you exceed your objectives.
Design
Your account manager will work with you to design a Client Servicing Strategy that works for you.
iBusiness Update & Data Cleanse
We will liaise with you to ensure your iBusiness records have the correct client details, in order to effectively manage your Client Servicing Strategy.
Disclose
We will write out to your clients via iBusiness ensuring we track all correspondence.
Deliver
We will ensure that all agreed communications are sent out as promised.
Demonstrate
Every item we send is listed against each client record to ensure no communication is left off.
"We didn’t feel we had the skill set within the practice to do this as well as we wanted to, so we appointed Mark and the team at PLUS to take care of Social Media Marketing on our behalf."
Davis Wealth Management
"Plus have exceeded our expectations and have created impressive social media profiles with consistent, engaging content that is personalised and tailored to the needs of our clients."
Davis Wealth Management
"The regular reports highlight the reach of our posts and enables us to see what type of content is most popular with our network. We would highly recommend PLUS to anyone looking to take their practice online!"
Davis Wealth Management
Growing your Business
The Team That You Need
Like what you've seen so far? Why not arrange a call?
Pick the plan that’s right for you
Basic£497 /mo*This plan is for practices who are looking to maintain a basic presence on social media. Posting once per day, our team will share SJP content & insights on your behalf 7 days a week.
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Professional£997 /mo*Our most popular plan. Our team works with you to develop and implement a social media strategy that is unique to youdactice. Our design team will create and share content that differentiates you from the competition and increases engagement. Your dedicated Account Manager will call you once a week to discuss previous posts and future strategy.
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Complete£1,997 /mo*Created for Practices that want to take their social media marketing to the next level. It provides all the features of the Professional plan, plus content creation including video, copywriting, graphics and more.
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View All Features
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| SJP |
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| Practice Insights |
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| Key SJP Figureheads |
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| SJP Foundation Posts |
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| SJP Awards |
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| Qutoes |
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| Meet the Team |
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| Informal Content |
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| Case Studies |
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| Qualifications |
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| Seasonal Content |
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| Article Copyrighting* |
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| Image Creation* |
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Overview |
Comprehensive |
Comprehensive |
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Monthly |
Weekly |
Weekly |
| 30 Min Video Call |
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Weekly |
Weekly |
| Dedicated Account Manager |
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| Get Started | Get Started | Get Started | |
Check out our
Social Media Hints & Tips
-
The best times to post on social media in 2020
If you are a financial adviser that is just starting to grow a social media profile or have already established an online presence, knowing when
-
Awareness Days
Awareness Days provide digital brands with the unique opportunity to engage with their social media following. So, as a financial adviser, how can awareness days
