Exclusively for Personal Touch Members
An entirely new way to drive sales in your business
Earlier this year, we announced the development of Virtual PA, a ground-breaking technology solution designed to drive new sales opportunities for your business.
We’re pleased to announce Virtual PA is going live from today – exclusively for Personal Touch members!
Virtual PA identifies new sales opportunities within your existing client database at no cost to you, removing the ongoing need to find new customers. With just the click of a button, you can schedule calls and meetings to your diary. It will even set up the client record for you automatically. Haven’t got time to pick it up? Just click refer and send it to your choice of introducers. Or simply snooze it to review another time.
Our serious commitment to give our members more time to grow your business through streamlined and automated solutions just got even better!
Find out more
Interested in finding out more about Virtual PA and the other services Personal Touch offers to financial advisers?
Contact us on the details below.