Tuesday Willingale is an account executive at Advicent, the financial planning technology provider of choice for nearly 100,000 financial professionals.
Once a plan is created to address financial goals and how to achieve them, presenting that plan within the framework of a client's personal story can launch the client-advisor relationship to the next level, and convert a higher percentage of clients and assets.
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.
The idea of having a book a business built primarily on high-net-worth (HNW) clients may sound exciting to most financial advisors, however, there are key considerations for advisors to make in order to properly serve this valuable client segment.
Though technology is commonplace across the financial services industry, some advisors may feel that it is replacing the human aspect of the client-advisor experience. While our industry is becoming more dependent on tech, technology is here to enhance relationships, not replace them.