Personalizing Client Communications Can Build Deeper Planning Relationships

Personalizing Client Communications Blog

Let’s face it, when it comes to financial advice your clients have plenty of options. Perhaps more than office location, performance track record, or investment product selection, your personal relationship is what will set you apart from the competition. And we know that face-to-face interaction is no longer the only way for advisors and clients…

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How to Use Transparency in Financial Planning as a Tool for Client Engagement

Transparency as a tool for client engagement in financial planning blog

Transparency in financial planning is a powerful way to build trust and engagement. It involves clients in the financial planning process, which helps them gain a sense of control over their financial destiny, and witness the value of your advice. Clients have an inherent distrust of advisors. Only 35 percent of investors say their planner…

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Bridging the Gap Between Finance and Technology

The Gap Between Finance and Technology Podcast

The COVID-19 pandemic has brought with it trying economic times for clients and their advisors. Like during the Financial Crisis of 2007-2009, clients are rethinking their money decisions, monitoring their investments and rebalancing their portfolios to weather the current economic storm. Clients now depend widely on technology to reassess their financial positions and goals. That…

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Building Client Engagement with Client Portals Makes Financial Planning More Profitable

Client Portals for Client Engagement Blog

A client portal is an invaluable tool for collaborating with clients for more productive, long-term financial planning relationships. When implemented properly, the client portal, or client site, is the investor’s single source of truth for all their finances. It gives them an interactive way to answer their own questions and engage with their plan. It’s not…

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The Head, Heart and Hand of Financial Advice

The head, heart, and hand of financial advice podcast

In recent years, advisors have learned that there’s a strong connection between the head, the heart, and the hand when providing financial guidance. eMoney’s Heart of Advice Study identified ways the most successful advisors are using these concepts to deliver a great client experience. Getting to the core of what matters to your clients requires the right…

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How One Firm Used Data Aggregation Tools to Create Client-Friendly Onboarding

Data Aggregation for Client Friendly Onboarding Blog

Engaging clients is the key to establishing long-term, productive financial planning relationships. Powerful data aggregation tools allow advisors to quickly pull together the data they need, improving the client’s experience as well as the firm’s efficiency. Having immediate access to a client’s full financial picture helps to engage them right away, which is important for…

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The Experience Stack: Using Financial Planning Technology for Client Engagement

Engaging Clients with Financial Planning Technology Blog

An enormous opportunity exists for financial advisors to engage clients with actionable financial plans to grow planning revenues. A recent study from Kehrer Bielan showed that on average, only 20 percent of an advisor’s clients have a financial plan1. The vast majority of clients are being underserved—firms and individual advisors can seize this opportunity to…

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How Any Firm Can Take Financial Planning to the Next Level

Taking Financial Planning to the Next Level Blog

No matter your planning sophistication, there are proven ways of taking financial planning services to the next level for the growth of your business. A recent Cerulli report shows that productivity increases as technology use increases—leveraging financial planning technology in the right ways can help you evolve your service offerings. According to the report, only…

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