2 minute read
How can we help?
Introducing the knowledge base: all there is to know about Equilibrium in one place
Got a question? Many of our clients will be familiar with and use our online knowledge base. It’s perfect to quickly find answers to common questions without needing to make a phone call or simply to learn about something in your own time. If you haven’t already had the opportunity, maybe now is the time to check it out via the Equilibrium client portal!
A knowledge base is effectively an online library of information and, in our case, about all things Equilibrium. There are articles, guides and videos on a range of subjects, and content is updated and added regularly.
As well as relevant and topical updates such as our approach to ESG and how to prepare for the tax year end, there are currently four main sections. These are:
1. Your financial plan – how we build and review a plan for the future including objectives, risk, health, mortality and preparing for an annual meeting
2. Your investments – technical guides on the various asset classes we use in our funds and portfolios and our investment propositions
3.Our advice – product information, estate planning guides and ‘how to’ reference documents, plus simple explanations of seemingly complicated documentation
4.Working together – as well as details on how to contact us (including the use of our client portal), how to return paperwork and request transactions, this section features easy-to-understand guides on the various tax reports you may receive.
Coming soon is a section to help you pass on information about Equilibrium to a friend. This will include a link to our website which you can use to help your friend find out more about what we do, how we do it and how we can make their lives better. Many of our clients have referred their friends to one of our seminars in the past. As most of you will know, the seminars have provided an ideal forum for prospective clients to get a feel for whether we are what they’re looking for in a relaxed, no-obligation environment. Whilst we’ve had some success with the online events during the pandemic, it’s much harder for people to get a proper feel for our approach.
That’s why a referral from an existing client continues to be our favourite way of meeting potential new ones. A recommendation of our services is the ultimate endorsement that we are living up to our purpose. Whilst much of the detail can be found via our website, our new referrals page will have specific information designed to answer the questions that a potential new client would want to know. This will include an overview of our typical client, circumstances in which we can add the most value, an ‘introduction to Equilibrium’ video and much more.
