t4 Marketing Innovations Blog

At T4 we are always investing in and developing our company for the benefit of our clients. In 2010 we have already implemented a series of important changes:

Team Leaders

We have introduced a new role of team leader.

We have split the sales team and appointed two team leaders.

This means there will be a point of contact that gives increased focus to client care and dealing with clients’ issues .

They will also focus on team management ensuring the best practices are adopted for each client, and also take responsibility for the training, personal development and sales performance of each member of the team.

This added focus along client lines should mean an even more responsive experience for T4 clients and meet the needs of each client.

Our team leaders will still be active sales agents and will still spend the majority of their time responsible for personal production.

Dedicated teams

We have also created two teams – dedicated teams for each client and their campaign. This will further enhance an improved customer experience for T4 clients and align us to focus on client needs.

This will give us pooled resource which means we can plan for contingencies such as covering for holidays and illness, and provide extra resource on a campaign if needed. We can also provide a pool of excellence, up to speed on clients’ messages and individual requirements.

Invested in online training facilities which means that

We have also invested further in our own online training facilities and developed a new range of training modules covering financial planning, pensions and employee benefits for our staff.

Our structured training programme allows our staff to stay up to date with the latest changes in the market and have credible business conversations with decision makers at director level.

Career paths

Amongst our own team, putting themselves forward for our new roles, we had a high calibre of candidate reinforcing the fact that we have some really professional, intelligent and articulate people working for T4.

We are therefore developing career paths to offer career development and maintain an experienced and motivated team which is to the benefit of all our clients, looking for able people to develop business meetings with senior corporate decision makers and high net worthy individuals.

Our career paths include three new roles:

• Taking responsibility for developing our
  training personal development programmes
• Running our sales and incentive programmes.
• A programme to develop future IFAs.

After T4 our best sales people will want to graduate to becoming professional advisers. We are therefore sponsoring two people through the Diploma in Financial Planning and a programme based on developing presentation skills, and outplacement with a product provider and adviser firms.

In this way we will retain and develop two very high level sales agents who will, in time, graduate from our IFA Academy and move on to a new career when they have completed their exams.

T4 is committed to remaining a team of financial services specialists offering outsourced marketing services to financial advisers.

We’ve always been able to bring together a highly motivated and talented team of young sales people. These changes aim to enhance that service and bring an ever improving and dedicated customer experience for our clients.

Innovator