Page 4 - Demo
P. 4
ALTERNO CLIENT PROCESS
01
Introduction of our services with our experienced advisors.
• A conversation of your goals, objectives and attitude to risk
• Experience of investments
• Your previous advisors experience
• Finally, how you would like us to work differently with you.
INTRODUCTORY MEETING
06
Our team will speak to you on a regular basis to discuss investment performance changes and if there are any changes in your circumstances and make changes where we feel the need to.
ONGOING REVIEWS
05
We will set up any new policies while liaising with current providers where needed. We will manage expectations by letting you know how long this will take.
IMPLEMENTATION OF YOUR PLAN
