“This is one of the most monumental pieces of legislation in our lifetime…bigger than the healthcare reform act,” says Henry Smith, Partner of Smith & Downey about the Department of Labor’s (DOL) new fiduciary rule. And regardless of the fate of the DOL Rule, the industry has initiated a massive shift to a planning-led, fiduciary model that’s sure to affect the way you conduct your business.
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.
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.
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.
How much time do you, your clients, and your staff spend pouring over extensive fact-finding documents in order to complete your client’s profile? We bet the answer is too much. That’s why, on November 10th, a new digital Onboarding experience is coming to eMoney’s enhanced client portal. Automated Onboarding will help your clients populate their personal financial management website their way, on their time.
In this live webinar, we explore the challenges that affect our industry today and show why the type of experience you offer clients matters more than ever before. Featuring feedback from eMoney users, insights from across industries, and research from leading market analysts.
When introducing eMoney to your clients, remember to emphasize that combining a second-to none digital wealth management experience with your expert guidance and strong relationship, better positions them for success. Here are just a few of the benefits to highlight.
In our industry, there has been an explosion of choice. Clients can trade online for free, leave their investments to grow in a digital advice platform, or work with a traditional advisor—and they can choose to do any of it with an ever-growing number of providers.