And the July LBFS referral winners are….
Well done to everyone who got their name in the July draw, we are pleased to announce the following winners…
Chelmsford Office – Hannah Clark
Ipswich Office – Julie Weighill (pictured with Tanya Johnson presenting their trophy)
Stratford Office – Rohail Ahmed (pictured with Mark Middleton presenting the winners cup)
Colchester Office have joined the competition this month and will partake in September prize draw – good luck everyone ?
This scheme is open to all staff at LB Group to support at least one of their clients with LBFS each month, meaning they are all working as a team and not reliant on any one person to deliver.
For every referral made, each employee increases their chance to be drawn at random to win a mystery prize. If anyone would like to discuss how to approach LBFS discussions with their clients, please speak to Tom Butterworth.
Great work everyone. CHE seem to be missing a picture……..
Looking forward to seeing our Colchester winners for the month of August.
Lets have a real focus on helping our clients with quick wins which deliver real added value especially in the current financial climate we find ourselves in.
Easy wins:
* Relevant life insurance a must for all clients
* Shareholder protection a must for all companies with more than one shareholder
* Better interest earning cash holding accounts
* Mortgage arrangements – get them done early – you can change the rates later if a better one comes along before the actual renewal
* Mortgage tracking services
* Financial planning and cash management advice
All things that take two seconds to discuss with clients and lets clients understand how strong LB Group is with all our service line offerings and including FCA regulated offerings which many firms lack! We are luck to have that as a part of our “tool box” of support. So please do use it 🙂