Jacob Erickson is an account executive at Advicent, the financial planning technology provider of choice for nearly 100,000 financial professionals.
Client communication is very important in today’s financial planning world, and communication between advisors and their clients is simply not happening enough.
By prioritizing client needs and experience, Advicent offers a great technology stack to allow you to do everything that is required and be proud of the plan and roadmap that you provide for your clients.
During your first interactions with a new client, it is important to be both engaging and flexible. To set up a strong, long-term client-advisor relationship, you want to be sure a client fully understands their financial situation and the advice you give.
As a financial advisor, you want to make sure that you can deliver top-notch retirement advice in addition to an excellent client experience from onboarding and beyond. Utilizing financial planning software can help bridge the gap between you and your client as well as deliver a unique client experience throughout onboarding the process.
Utilizing an effective software solution can help cater to the needs of your entire book of business, no matter what situation the clients are in.