Did you know that a whopping 98% of high-net-worth clients give to charity annually? Turns out philanthropy is a huge part of your clients’ lives. And there’s a good reason why.
‘Twas the day before the holiday party, when all through the office, not an employee was still, not even the bosses. Product and Dev strung together code in silence, in hopes to enhance the app for our clients.
Perhaps it’s the notion of having something to look forward to every few months after you’ve had your share of 90-degree days or below-zero nights, or maybe it’s the odd sense of comfort found in natural change. Whatever it may be, I’m fortunate for the decades of distinct seasons I experienced growing up in New England and the continued opportunity to do so now living in the Philadelphia area.
Delightful customer service does more than just make us feel good. They reinforce our decision to work with certain businesses time and again. Here’s what you can learn from three brands that nail their client interactions.
In a replay of our eMoney Summit presentation, we go over all the tax implications of eMoney’s Distribution Center, our comprehensive estate planning tool. Going through several sample clients, we provide some tips and best practices to help you create and present successful estate plans to all your clients.
Financial technology has revolutionized the client experience in the financial services industry much like companies such as Uber and Spotify have completely transformed their respective industries. In this article, you’ll find five ways you can strengthen your firms’ client experience.
There is an opportunity for advisors–through education and a planning-led approach that emphasizes long-term goals–to convert hesitant millennials into valuable long-term clients. Take it from me—a stubborn millennial—advisors can and should break through to this market. So use the tips below and give it a try, I think you’ll see that the results will be worth it over time.
Optimizing your workflow efficiency takes work. But are you making it more difficult than it should be? Learn how to identify and break the bad habits in your operations so you can elevate your business with fewer restrictions.