CHMDMC00

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CHMDMC00
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  • Aaah really glad it's useful Becky. We have actually just put the Net Working Days calculator on the website: https://www.intuitivesupportservices.com/tools If we get good feedback from people we'll add a few more resources onto the website in…
  • Hi Becky Not sure there is a perfect answer, & everyone we speak to approaches it differently. However, a few bits below that may (or may) not help. * One Sheet You mentioned seeing another practice getting the client to sign a single …
  • Yes Genovo too, and you might also want to take a look at these guys: https://www.atebsuitability.co.uk/
  • Hi - just spotted your message, thanks for that. Will ping it over for you later today, Thanks, Debbie
  • Hi, we might be able to help. We provide outsourced admin, and we work with SJP. Please feel free to get in touch. This is who we are: http://www.intuitivesupportservices.com/ Regards Debbie
  • Hi, I have a script that I have used in the past with an Adviser, happy to email the contents over to you if it would help? It summarises the info that the Adviser wanted me to give out at that point, and also the info that they wanted me to captur…
  • Hi Rebecca, thanks for your post & welcome! Pls feel free to spread the word....
  • Hi, welcome to “The Administrator's Tent”. Last month we held the first online “Howwow for Administrators”, and the feedback was really positive. We had nearly 80 people join us, which is incredible considering it’s the first time we’ve run anyt…