Do Clients Actually Care About Your Client Portal?
Why the answer is typically “No”… and how to turn it into a “Yes!” Technology spending for FinTech is on the rise. Among the many tools available to a typical advisor these days, client portals are at the top of the list. According to the 2018 Financial Planning Tech Survey, 80% of advisors offer an access […]
06.18.19 | Patrick Brewer, CFA, CPA | 0 Comments
An Optimal Client Service Model for Financial Advisors
Go beyond a traditional service calendar to impress clients by crafting an optimal client service model for financial advisors “So, you charge X. What is it that you DO to justify that fee?” OK, so maybe you don’t get asked this point-blank. But this question is probably in the back of mind for your prospects, […]
06.09.19 | Dominique Henderson | 0 Comments
Why Automation Is the Enemy of Financial Advisor Client Experience
One common mistake advisors make — and 3 ways to get it right With the recent explosion of FinTech, it seems that there is no limit to automation inside an advisory firm. Advisors are racing to streamline their workflows. If there’s an app to automate the financial advisor client experience, they must have it! What’s […]
05.16.19 | Patrick Brewer, CFA, CPA | 0 Comments
4 Stages of Financial Advisor Client Relationships
Financial advisor client relationships are built on a foundation of deep trust. Here is a blueprint for strategic trust acceleration. How do you think about the people that you interact with as a financial advisor? Most advisors I know divide their world into two categories: prospective clients and actual clients. That isn’t wrong — but in my […]
04.15.19 | Patrick Brewer, CFA, CPA | 0 Comments