Do you ever have trouble getting a client to commit to an annual review appointment? Or speak to a prospect that can’t visualize the value you’ll bring to their life? You can try what you’ve always done – requesting a meeting through email or over the phone – or you can take a different approach.
Good news! As more and more investors look to manage their finances with technology, you’re in the best position to deliver an unmatched digital experience. The problem is, as financial technology saturates the market, how do you convince clients and prospects that your technology and expertise offers the best experience?
As the digital world grows and we see the rise of more virtual financial planning tools, clients will no longer search for a planner who is best in their geographic area; instead they will search for the planner who is best able to meet their individual needs.
Every week, the eMoney Training Team takes you through some of the best features in emX to help you discover even more ways our technology works for you. In this week’s WebEx we provide you with the popular tips and tricks advisors use to find new prospects and turn them into clients using eMoney.
Modern advisor marketing don’t come easy. It can seem like a daunting task to set a marketing plan in motion for your business, especially if you don’t have much experience with the process. We compiled some resources that you can use to beef up your marketing in a time when it’s never been more important for advisors to stand out from their competition.
Every week, the eMoney Training Team takes you through some of the best features in emX to help you discover even more ways our technology works for you. In this week’s WebEx we look at the advantages of an Advisor Branded Media subscription.
Fall is the time when clients get more serious about their financial plans after a long summer of vacations and leisure. That also means more and more potential clients looking for advisors to get them back on track financially. By ramping up your marketing efforts, you can position yourself as just the right person for the job.
Millennials will be heard. And if they are not heard, they will find a solution on their own. They will not be herded along a path that does not suit them. Here are a dozen reasons to tell Millennials, “I see you. I hear you. And, I’m here to help you.”