We believe that in the delivery of financial services that the life insurance industry, its products, distribution and client services must be held to the same academic, training and continuing education standards as are practiced by the traditional professions, namely, Medicine, Law, Accounting and Professional Engineering. Next to our personal health our financial health ranks as an essential need in each of our lives. We live in a "Money Economy". Its comprehension, accumulation, retention, preservation and balanced use are essential in fulfilling a healthy personal life. In the delivery of these services every financial advisor is entrusted with the same standard and duty of client care expected of those who practice in the traditional professional disciplines.
The following process is our key to the delivery of the standard of professional practice excellence we expect:
Real time information >> timely open and direct communication >> clarity >> due diligence >> client centred needs based analysis >> collaborative multi-disciplinary interdependent professional practice >> innovation >> transparency >> continuous improvementt >> optimal solutions >> exponential results >> accountability >> unconditional client satisfaction
Subscribe to:
Post Comments (Atom)
No comments:
Post a Comment