Case Studies

https://partnership.sjp.co.uk/genevievestephens

https://www.linkedin.com/in/genevieve-stephens-01544619/

Background

Genevieve Stephens, a dedicated financial adviser, faced a unique challenge when her PA announced their departure from the business. This change coincided with Genevieve being on maternity leave, attending to her newborn who arrived earlier than expected. The dual responsibility of managing her client reviews while adapting to motherhood proved to be overwhelming.

Challenge

The sudden exit of her PA left Genevieve in a difficult position. She found it increasingly challenging to manage her professional responsibilities, particularly the crucial client reviews, while on maternity leave. This situation threatened to disrupt her work-life balance and client service standards.

Solution

It was during this critical juncture that Genevieve discovered facilit8. Recognizing the need for professional assistance, she partnered with facilit8 to manage her client reviews and administrative tasks. facilit8's team seamlessly integrated into her workflow, providing comprehensive support and allowing Genevieve to focus on her new role as a mother without compromising her professional commitments.

Result

facilit8's involvement brought significant relief and positive changes. Genevieve experienced a remarkable improvement in managing client reviews, with tasks being handled efficiently and professionally. This support was invaluable, particularly during her maternity leave, ensuring that her clients continued to receive uninterrupted, high-quality service.

Genevieve's manager, recognizing the value facilit8 added, sought their details to recommend them to other partners. Genevieve's response to this was telling of the impact facilit8 had made: "I’ve been asked by my manager for facilit8’s details so he can pass it onto other partners… And suddenly I’ve got very protective of you guys as I want to keep you all for myself"

Conclusion

Genevieve's experience with facilit8 highlights the significant benefits of having a reliable support system during life's unexpected turns. facilit8 not only provided professional assistance but also peace of mind, allowing Genevieve to enjoy her maternity leave and new motherhood without sacrificing her professional responsibilities.

For financial advisers facing similar challenges, Genevieve's journey with facilit8 is a testament to the value of professional support during critical life events.