With a background in content marketing, public relations, and social media management in a variety of industries, Katelyn strives to deliver high-quality educational content to advisors in the financial services industry and empower them with tools to boost their marketing efforts through content marketing and technology.
Client expectations are changing; therefore, your client experience must evolve with them. Use the three strategies below to start enhancing your client experience today.
By leveraging these tips and tools, financial professionals can increase efficiency and, in turn, increase client satisfaction and business growth.
With the financial services industry becoming more competitive, advisors must find new ways to engage with prospects and clients as well as demonstrate their value above robo-advisors.
Many clients look to their advisors as a source of information and financial life coach, rather than simply a person who manages their money. It is imperative that advisors proactively provide access to a client’s financial plan as well as relevant, educational information to increase a client’s overall financial literacy.
For many advisors and other financial industry professionals, conferences and tradeshows quickly fill the calendar as the year progresses. These events have become as much an exhibition of human ingenuity and technological advances as an informative networking platform.
Making the link between retirement planning and grocery shopping, as well as between the mortgage and the electricity bill, is becoming increasingly important, and only then can the client improve his or her understanding of their own financial situations.
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Financial services is a pretty broad industry. The industry as a whole ranges from one-person firms that handle very holistic services to very large firms handling a very boutique niche, and vice versa.
Wealthy retirees can present a unique opportunity for advisors looking to enhance their high-net-worth (HNW) strategy. They do not obtain a standard paycheck like other HNW clients, but they often have equally complex financial situations to navigate.
In a field where differentiation and first impressions are the driver of client relationship development and subsequent AUM, the future of the Narrator platform seems boundless.
With more and more people completing higher education and taking on staggering amounts of college debt, Millennials are scrambling to find ways to pay off the education for which they worked so hard.
Learn more about top high-net-worth buyer personas and what they expect from advisors in this infographic.
It is not news that digital technology has caused people to expect instant gratification to their needs and wants. This is also becoming increasingly true in the financial services industry.
The process of starting a relationship with a financial advisor is often cumbersome and difficult. The client must organize their finances, and the advisor must manually enter a large amount of data.
The digital movement of financial technology is disrupting the current market in more ways than imagined.
There are many things to consider when deciding whether to annuitize a pension or take a lump sum. It is important to understand your clients fixed expense landscape.
The issues surrounding Millennials and homeownership, however, are much deeper than simply spending too much on coffee or expecting to own a designer car in their 20s.
Paolo Sironi is a global thought leader at IBM Watson Financial Services. He is a recognized author on topics such as quantitative finance and innovation, demonstrating international expertise in investment management, risk management, and corporate banking.
A successful playoff hockey team is comprised of sharpshooters, big hitters, and hot goalies. In the same way, a successful retirement plan outlines effective strategies in various areas such as saving, cash flow, and asset allocation.
We have been closely monitoring the new Conflict of Interest Rule from the Department of Labor (DOL) since its first draft more than six years ago. This rule, much like similar legislation found across Europe, Australia, Canada, and elsewhere, was written in order to protect citizens (investors) from conflicts of interest when purchasing investment products — specifically in regards to retirement.
With 47 years of experience, we have been able to develop and refine our suite of products to allow advisors to guide clients through the entire journey of the financial planning process.
NaviPlan® has long been considered the premier financial planning solution in North America. When it comes to comprehensive cash flow based planning, it has no equal. In financial planning circles, this a widely held and commonly accepted belief.
According to EY, more than half of all clients expect digital will be the primary channel within two to three years for advice, education, and service. Digital has permeated nearly every other facet of consumerism, and financial services is no different. Enter robo-advisors, stage right.
Many human advisors and firms began to feel threatened by this self-directed, digital alternative to financial advice, but trends within the robo-advice market are demonstrating that this concern may not be necessary.
Advicent is the financial planning technology provider of choice for nearly 100,000 financial professionals within 4,000 clients worldwide.
The Department of Labor (DOL) has set a new standard for advisors by redefining who qualifies as a fiduciary. New objectives aim to ensure that advisors are always putting the best interests of their clients first, and reduces conflicts of interest for advisors by increasing fee disclosures.
The digital movement of financial technology is disrupting the current market in more ways than imagined. Applications can scale and touch millions of users overnight. This is creating a demand in the market to push their interactions with clients and prospects to leverage technology like never before.
The DOL Conflict of Interest Rule gets to the core issue for investors: trust. Trust remains one of the biggest reasons investors pick their advisor.
How can advisors proceed to target this group? What do advisors need to know before taking on this type of client? Let us dig deeper into what HNW business owners need and expect from financial advisors in order to truly understand the opportunity present
Download our whitepaper to learn about the rising demand for financial planning and how to remain competitive in the shifting financial services industry.
Download our free whitepaper to learn more about increasing your firm’s ROI in the wake of the DOL rule with financial planning software.
Download our whitepaper to learn about remaining competitive in the face of increasing competition and shifting regulation.
Download our free whitepaper to learn more about the benefits of digital advice to your business strategy.
Download our whitepaper to learn more about account aggregation and how it can enhance your digital strategy.
Download our whitepaper to learn more about leveraging technology to remain competitive with robo-solutions.
Download our whitepaper today to learn more about how you can proactively prepare to serve consumer trends that have already begun and those that will be emerging in the near future.
Download our whitepaper to learn about this major shift in the advice delivery process and its effects on financial services.
Download our whitepaper to learn more about leveraging the enterprise technology expertise in your digital strategy development.
Learn more about how firms can leverage technology to attract, retain, and serve the needs of HNW clients in this recent study from Advicent and WealthManagement.com in this whitepaper.
Start creating an effective digital strategy today.
Download the whitepaper to learn more about the benefits of leveraging holistic financial planning in your firm.
Download our whitepaper to learn more about utilizing APIs in your current workflows to improve client experience.
Download our whitepaper to learn more the impact of technology on compliance with the DOL fiduciary standard.
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Download our whitepaper to learn more improving your client communication strategy.