Standing still in order to move forward. That may sound strange, but it is the essence of financial planning. If you take the time to reflect on the future, you will discover what you can do now to make your wishes and goals possible. A good adviser will guide you in this process. Sometimes one-on-one, sometimes remotely, assisted by digital tools. The modules of the TJIP Smart Platform make it possible to provide clients with step-by-step insight into their situation and their options. Expertly and always focused on the knowledge and situation of the client.

To advise clients well, you need to know them pretty well. Not only their current situation, but also what they consider important and what they expect from the future. But with financial advice becoming increasingly digital, customers seem to be increasingly remote. TJIP believes that a pleasant conversation is also possible digitally. A Smart Journey is what we call it. Of course, as a customer, you don’t want to lay your whole life on the table right away – and you don’t have to. But by indicating step by step what you find important, a clear picture soon emerges. And if, as a customer, you feel understood, trust grows. The basis for good advice.