Premium Wealth enhances online offering
Premium Wealth Management has employed a consultant to improve the effectiveness of its planners’ individual websites.
The dealer group has partnered with innergi to roll out the 'Financial Knowledge Centre' to its financial planning practices.
According to innergi's website, the Knowledge Centre contains “videos, quizzes, articles, activities, learning modules, calculators, newsletters and many other educational and motivational tools”.
The innergi platform can be completely branded in line with each individual practice and represents an add-on to a financial planning website, according to innergi co-founder Robert Skinner.
He added that the Knowledge Centre does not replace a personal media strategy – but it can enhance an existing strategy, freeing up planners to concentrate on their customers.
“An adviser should be focused on seeing and servicing clients, and not on creating a massive online resource”, said Skinner.
Premium chief executive Paul Harding-Davis said the Knowledge Centre was a great addition to his group's practices, and “a tangible addition to the client service proposition”.
The innergi platform also has an administration portal, which allows individual advisers to add or remove content from their websites.
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