BT - Advising the advisors
Improving financial advice documents for clarity and professionalism.
The engagement
The work
BT Financial needed to improve the clarity and effectiveness of documents supporting financial advisers. Friendly Persuasion reviewed, rewrote, and tested a suite of critical documents, ensuring they were easier to use for both advisers and clients.
The difference
Results
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Clearer, client-friendly adviser materials.
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Improved adviser and client engagement with documentation.
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Stronger customer trust in BT Financial’s advice process.
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