Yellowtail chief draws up advice 'manual' in new business bid

The firm's managing director IFA Dennis Hall says the process is "laborious but useful", highlighting areas of wasted effort and inconsistencies. It involves capturing key information from every client that walks through the door, which will eventually be used in a manual that will determine how future clients will be dealt with. It will allow Hall's client bank to be transferred to his lower-qualified paraplanners, who will be able to deliver the same level of service drawing on the predetermined processes. "The aim is to free up my capacity to go out and win new business," says H...