Another way for Financial Advisers to save money for clients

Another way for Financial Advisers to save money for clients

FlashFX is first and foremost a service to you the Adviser, providing a high touch service to your clients.

The goal is to help make you look better in your clients’ eyes.

SAVE CLIENTS TIME & MONEY

If you knew how to save money for your clients would you assist?

By offering this service your clients will most likely save money, as their trusted Adviser you can save them time.

Typical bank to bank transfers with SWIFT plus all the middlemen can take 2-3 days for the money to arrive at the destination. FlashFX peer to peer transfers using Ripple technology effectively cut out all the middlemen.

By eliminating the amount of ‘hands’ the transfer needs to pass through they reduce this cost (fee). Plus they offer tighter margins, all quoted up front on each transaction, fixed, no hidden fees.

Editor’s note: I recently viewed my banks International Money Transfer fees page, to send or receive money I counted 14 different fees and charges they feel privileged to levy for elaborate reasons. All this without quoting or disclosing the margin used, in fact it’s almost like the FX margin doesn’t exist!

By going the extra mile you can establish sub accounts for your clients, and on instruction, transact on their behalf.

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Some Advisers offer budgeting services to their clients as part of the advice process, streamlining finances and credit cards, negotiating a better mortgage rate, and understanding how to trim monthly expenses. All value adds in assisting clients to get ahead.

A family office often goes as far as buying gifts for family and friends on special occasions.

We’re not suggesting either way is right or wrong, nor do we recommend telling clients how they can buy cheaper cat food is the path you want to take (although you could!). That’s up to you and the level of service you wish to offer.

Although, in the context of supporting your clients “with all things money” offering to assist with FX money transfers is a simple value add. Your clients consider you an expert, and this is another proof point in your relationship.

In summary

FlashFX is a service to you the Adviser to offer a high touch service to your clients. The goal is to help make you look better in your clients’ eyes.

With an easy to use secure portal, that in all likelihood will save your clients time and money whilst deepening your relationships.

Financial Planning - Endorsed Services
Dugald Braithwaite Recruit 2 Advice - Financial Planning Recruitment

Hey I'm Dugald Braithwaite

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