Category: Client Experience
12 posts categorized as "Client Experience"
5 Things Any Advisor Can Do to Help Clients Through Market Volatility
January 11, 2019
There aren’t many certainties in investing, but when it comes to market volatility, one thing is for sure – investors see more than a stock price when they look at the S&P 500. They see their dreams and aspirations in the balance and can’t help but realize their vulnerability to things they seldom fully understand….
How to Transition from a Commission-Based to Fee-Based Advisory Firm
December 11, 2018
Beyond the headache of the transition itself, there are very few reasons not to shift your clients to a fee-based advisory model. The conversation has shifted. Instead of evaluating whether a fee-based billing and service model is right for their practice, most advisors are thinking about the best way to manage the change experienced by…
How to Sell Financial Advice – Lessons from a Used Car Lot
September 27, 2018
Scott Rowe, Marketing Specialist There are a lot of places an advisor can go to for insight on how to better run their business. A used car lot probably isn’t one that comes to mind, but that just might be the best place to learn how to sell products and services that look and feel…
How to Reduce Client Fear with Your Process
May 23, 2018
“The only thing we have to fear is fear itself” – Franklin D Roosevelt This iconic line was delivered to a nation embroiled in one of the most significant financial downturns in recorded history – the Great Depression. Those words struck a chord that day that still rings true today, particularly in the world of…
How to Serve High-Net-Worth Investors – Infographic
April 26, 2018
Download the complete whitepaper and learn simple strategies to attract, serve, and retain wealthier clients – How to Attract and Serve High-Net-Worth Investors – An Advisor’s Guide.
Clarifying Client Communications – What They Really Want from an Advisor
April 19, 2018
Do you know how often your clients want to hear from you and what they want to know? Would you bet your business on it? It turns out most advisors would lose that bet. The client relationship is delicate. Under communicate and you could lose relevance, or worse, make clients feel unappreciated. Over communicate and…
Top 7 Advisor Services Ranked by High-Net-Worth Investors
March 15, 2018
High-net-worth clients require robust and sophisticated investment services. That’s what we read in industry articles, say on our websites, and pitch to HNW prospects. But what does it mean exactly? What do HNW investors actually value? Luckily, we don’t have to guess. Here are the most important services according to HNW investors: Six service areas…
The Way to Your High-Net-Worth Client’s Heart May Be Through Their Computer Screen
March 1, 2018
“There are more millionaires in the U.S. than ever before”. You’ve probably heard this industry buzz-statement more times than you can count. It’s no secret that wealth creation from our current bull market has been substantial. Naturally, the opportunity to secure a high-net-worth business is growing. But is your firm positioned to attract high-net-worth clients?…
How Outsourcing is Changing Advisor Value for the Better
February 20, 2018
Advisor success is beginning to look very different. This is a natural change driven by the emergence of more sophisticated technologies, increasing fee consciousness, and changing investor wants. All that really means is that advisors must look for new differentiators. In 2018, advisor value no longer pivots on investment management, but rather, the ability to…
How to Prepare Clients for Any Market Scenario – Infographic
December 7, 2017
Learn more about improving the client investment experience with the whitepaper – Preparing Clients for Any Market Scenario – An Advisor’s Guide to Market Movement Strategies.
More Money, More (Client) Problems?
November 1, 2017
Do you know the famous chorus? “I don’t know what they want from me. It’s like the more money we come across the more problems we see.” It’s unusual to look toward iconic rap songs for wisdom in the financial advice world, but is it true? Does more money, or assets under management, lead to…
A Simple Way to Manage Client Expectations
September 26, 2017
Client issues – nervousness about the future and unrealistic expectations for portfolio returns – has ranked as the top challenge for financial advisors, above the DOL Fiduciary Ruling and market uncertainty1. At the end of the day, delivering a positive experience is essential for financial advisors, and it begins with successfully managing and meeting each…