How a tech-focused adviser kept client servicing efficient without the admin drag

Client Context

James* had built his advice practice around efficiency. He used digital tools to engage with clients, run meetings, and manage his processes. But no matter how modern his systems were, the admin of client servicing still took time — booking reviews, chasing paperwork, and logging follow-ups.

The result was a mismatch. His client-facing model was streamlined and professional, but behind the scenes, servicing tasks slowed him down.

The Challenge

James faced three key frustrations:

• Servicing tasks eating into the time saved by digital tools
• Follow-ups sometimes slipping through because he was juggling too much
• A growing sense of inefficiency that undermined the way he wanted his business to run

He wanted a solution that matched his forward-thinking approach — simple, reliable, and efficient.

The Turning Point

When James realised he had spent an entire afternoon chasing paperwork instead of preparing for client meetings, he knew his model wasn’t working as he intended. The admin was pulling him back into old habits.

The Solution

James partnered with Plus Group for client servicing support. We:

• Took over booking reviews, preparing packs, and following up on actions
• Ensured every client query was answered quickly and consistently
• Created a structured servicing process that matched his streamlined way of working

Implementation Insight

We began with a full review of upcoming servicing tasks and immediately took responsibility for outstanding follow-ups. Within weeks, James noticed the difference — tasks were handled without him being pulled in, and clients experienced faster, more consistent communication.

Results

• Hours of admin removed each week
• Clients received quicker, more professional servicing
• James stayed focused on advice and growth rather than admin

Emotional Impact

For James, the biggest win was alignment. His client journey was finally as efficient behind the scenes as it was in the front. The drag of admin no longer undermined the way he wanted his business to operate.

Before vs After

Barriers Addressed

James worried outsourcing might add complexity to his business. Instead, it simplified everything — giving him the efficiency he had been trying to achieve with tech alone.

If you want client servicing that complements a streamlined business model, Plus Group ensures admin doesn’t hold you back.