Five top tips to boost client focus in 2020

Five top tips to boost client focus in 2020

Client interaction is the keystone of an advisor’s success, and today’s clients expect greater access to advisors. Yet the average advisor spends only 8.8 hours per week meeting with clients.

Here are 5 tips on how to increase the time and quality of your interaction with crucial clients in the new decade.

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Client year-end planning made easier with FundVisualizer

Client year-end planning made easier with FundVisualizer

In this season of year-end meetings, FundVisualizer can speed up your portfolio reviews with clients. It can help identify investments best-suited for their needs.

If you’re considering rebalancing your clients’ portfolios or changing funds at year-end, you can utilize FundVisualizer to compare and analyze new funds. And you can model different portfolio outcomes to identify new opportunities. FundVisualizer can also help to easily create and share year-end reports for your clients.