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Summary: Consumers expect a personalized marketplace. But why is it that retail and service businesses are comfortable categorizing their grocery stores and hotels, while we in the financial-advice industry shy away from making similar categorical offerings to our clients? The future of retail, technology and marketing is personalized—and your firm's service offering should be too.
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Summary:The market has been booming, so clients can’t complain. But how come advisors are feeling flat and frustrated? Negative thoughts plague them — indeed paralyze many — preventing them from even trying to invigorate their businesses.
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Summary: Advisers today are busy. While having to manage a large book of client accounts, they also need to develop effective ways to drive new business. To do this, they may want to create and deliver content designed to educate investors and promote their services. Unfortunately, even when advisers have great content ideas and the best intentions to improve client communications, they don't have time to execute.
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Summary: It’s imperative to build a site that connects with your ideal prospects in an engaging way. Your prospects are looking for a first impression that stands out in the financial services digital marketplace. Your site should not only engage prospects, but also establish your expertise through thought leadership and compelling content.
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Summary: Advisers who rethink the way they prepare for client meetings can use them as opportunities to generate new business opportunities and to strengthen relationships. Practice management experts John Anderson, managing director and head of practice management solutions at SEI Advisor Network, Libby Dubick of Dubick & Associates, and Ric Edelman, founder and executive chairman of Edelman Financial Services, offer these suggestions to revamp an adviser’s client prep process.
