Consult Paradigm Brochure V3

Business Monitoring

Our fully rounded Business Monitoring support will reduce one of the potentially highest risks in your business. Business Monitoring support is often referred to as file review, but we don’t subscribe to that simple thinking. Our Business Monitoring support provides so much more. Not only do we review your files, we develop the quality and suitability of the advice you provide. By going the extra mile, we help you be the best you can possibly be. Of course, pre-sale, post-sale, regular and ad-hoc reviews are all available and across all areas of business. We can check 100% of cases for new advisers and our service can shift and adapt to dovetail perfectly with your own firm’s T&C scheme. But… our Business Monitoring Consultants also provide adviser coaching and training where we feel this will provide better value and even better advice results and outcomes for your firm and your clients.

Paradigm Consulting’s Business Monitoring team can provide the following:  On-site Business Monitoring  On-site Coaching of advisers and paraplanners  Remote Business Monitoring  Review of 100% of advice for new advisers  Regular reviews of advice provided by your firm (monthly, quarterly, half yearly or annually)  Pre-sale checking of advice  Ad-hoc review of advice in all business areas The Business Monitoring team work with you to ensure the type of support you receive is shaped to your firm’s own particular needs.