How advisers can add value to their client experience

As a mortgage adviser, being able to demonstrate the value you add to your clients is really important. However, understanding your value in order to communicate it to your clients is a large part of the challenge.

At The Cornerstone Network, we help our advisers stand out to prospective clients by focussing on the client experience. Here’s how:   

Quality advice – the bottom line

When operating within the financial services industry, the quality of your advice is fundamental.

While you may be looking to add value in other areas of your business, ensuring your advice is compliant and suits your clients’ needs should remain your priority.

As a member of The Cornerstone Network, we’ll support you in delivering a comprehensive and compliant service.

Please take a look at our top compliance tips for mortgage advisers for more information on some of the market’s most important requirements.

Expand your offering 

To grow your client base and increase your return rate year on year, catering to a wider range of client needs is key.

By joining the Cornerstone Network, you’ll become part of the Cornerstone Finance Group. As a result, you’ll have access to our full range of financial services, allowing you to widen your offering and open up revenue opportunities.

You can introduce business across six areas of the Group – Commercial FinanceCornerstone Capital, Wealth, Commercial InsurancePersonal Finance and Protection.

Providing your clients access to a wide range of products and services can add great value to their experience. In addition, we have industry experts across the Group, so rest assured that your clients are in the best hands.

Client experience

When it comes to client satisfaction, you’ll know the significance of delivering a seamless end-to-end journey.

Running a financial business today is much different from how it was many years ago. As a result of the post-pandemic digital boom, your client’s online experience is equally important as your face-to-face interactions.

The virtual way of working is here to stay, and technology is now playing a much larger role in the advice process. At The Cornerstone Network, we’ve crafted our own processes and utilised leading systems to help advisers offer the best possible service to their clients.

We’re proud to share the benefits of our creations and continue to develop with our growing network of ARs. We’re more than happy to demonstrate our tools and discuss how they can be used to help your business.

Communicate your value 

Once you’ve determined the added value you provide to your clients, you’ll need to market this accordingly.

We recently put together five top tips on growing your finance business to help advisers stand out from the crowd, including the power of social media in connecting with your clients.

For more information about how The Cornerstone Network can help you, speak to a member of our team on 02921 660 550. Alternatively, you can leave a message, and we’ll be in touch.