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Financial advice sessions go online

Brokers can now carry out financial appointments via the internet by using online remote technology.

Lead generation company LeadPoint has teamed up with remote technology provider Virtual Advisor to allow brokers to carry out online financial advice sessions with clients.

The partnership between the two firms offers means brokers can access the service at a discounted rate.

Justin Rees, head of marketing at LeadPoint UK, says: “In the age of the internet, where consumers are increasingly going online to look for financial products and services, the way companies large and small do business is changing. Gone are the days where you can feasibly visit every customer in their own home.

“The Virtual Advisor system will enable brokers to provide the same service without leaving their offices. This will also enable brokers to expand their lead buying activities beyond their immediate surroundings and therefore allow them to talk to more customers and do more business.”

Ian Brewer, chief executive of Virtual Advisor, says: “We are pleased to be associated with LeadPoint who clearly see this will add a new dimension to selling and buying leads and transform how advice will be delivered in the future.”


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