Job of the week
Latest jobs
Poll
|
|
New look Professional Adviser
The magazine is heavily focused on our Better Business section, which supports advisers in the run-up to RDR and beyond, and Investment.
Coffee Lounge
Not only is there a huge selection of games but why not try your hand at our Daily Sudoku
Comments
Disclosure
I disgagree that this cannot be managed cost effectively. We as a firm have recorded ALL client meetings for a number of years. You DO NOT need expensive recording equipment you just need good back office and stirage facilities for the recordings. Our client meetings are recorded either using a laptop or most commonly on mobile phone and synchronised when returning to the office with the desktop PCs using MS activsync. Files are simple MP3 files and we use MS media play to listen to them. They can then be compressed should we wish to send them to the client by email or cust to CD and posted as part of our Reason Why Reporting. We work on the premise we have nothing to hide and if we are not willing for it to go on record, we should NOT be saying it in the first place. This also reduces the risk of spurious or veaxatious complaints and for my mind, should be encouraged to become a standard practice across the industry.
Posted by: Phil Castle