How Lead Tech can help you overcome your biggest remote working challenges

By Christina Bentley on June 24, 2020

Overcoming challenges together

Running a financial advice business looks very different to just a year ago. Today’s successful advisers are running their businesses remotely, connecting to their clients and colleagues online.

The number of people searching online for financial advice has never been greater. If you don’t adapt your business, your competitors may be the ones writing new business.

If you’re struggling to keep up, we can help. We’ve outlined our partners’ top lockdown challenges and the ways we’re helping them overcome them.

1. How can I help my business hit its lead targets?

Having a steady source of leads is a necessity for any business. If you’re finding it hard to connect to people that need your services, it may be time to rethink your approach.

Our partners’ success is our success. That’s why we’re continuously improving our marketing efforts to deliver better quality leads to our partners when they need them most.

The Lead Tech solution

Our teams work together to help you achieve your new business goals with a reliable stream of new client opportunities. We use the latest digital tools and insights to understand the needs of your ideal customer. These insights then help us create better marketing campaigns to attract them.

Every lead you receive will get a friendly call from our in-house customer experience team to ensure you connect with high-quality leads.

2. How do I better manage my time when I’m working and managing a business from home?

It can be difficult to keep yourself on track and give your clients the attention they deserve when you live and work under one roof.

Since we launched our Partner Success Programme, we’ve helped many of our partners achieve their goals. And we’re delivering even more added support to our partners during these uncertain times.

The Lead Tech solution

We created the Partner Toolkit to help advisers overcome 2020’s unique challenges. Logging into the portal gives each partner access to a library of resources to help them work smarter. From contact strategy guides to tips from industry leaders, we’ve rounded up our top insights to help you achieve more with your time.

To keep busy advisers on top of regulatory updates, we’ve teamed up with our compliance officer, Karen Malin, to create Industry Insider update videos, data protection training and more.

3. How do I use Zoom and other tech tools?

Social distancing has forced many advisers to change the way they run their businesses. Unfortunately, advisers who are still struggling to adapt face the risk of their potential clients going elsewhere.

The Lead Tech solution

We want our partners to excel in everything they do. That’s why we’ve created a series of tech guides to help them manage their time more effectively, reach a wider network, and stay connected to their teams.

We also know that tech issues pop up when you least expect it. If you don’t find the answer you need in our Partner Toolkit, we’ve got you covered. Our in-house tech team is available to guide you through any issue, whether that’s setting up a Zoom call or sending your first email newsletter.

4. How can I make a connection with my clients when we can’t meet face-to-face?

Making lasting connections with new clients can be difficult when you can’t see them in person. The good news is that it’s not impossible. Since lockdown began, we’ve helped UK firms build new relationships and nurture existing ones.

We know that success means delivering high-intent leads to our partners. Our partners already had access to our top contact strategy tips as part of our Partner Success Programme. Now they can use brand new guides that address the issues they now face in 2020.

The Lead Tech solution

We’ve collated our top best practice tips into downloadable guides as part of our Partner Toolkit. These guides cover every aspect of building and managing your client network remotely. You’ll learn how to make deeper connections with your existing clients, valuable client insights, and more.

Your team is also supported by objection handling training and contact strategy best practice tips to ensure you make the most of new client opportunities.

Grow your business with Lead Tech

Lead Tech provides high-quality leads for the financial advice, equity release, retirement and private medical insurance markets.