December 13, 2019
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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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.
Although Millennial retirement savers are nowhere near retirement age, they already represent the biggest opportunity for rollover business.
With FundVisualizer you can compare funds, model portfolios, and share with your clients, anytime, anywhere.
Since its launch in 2011, almost 40,000 advisors have used FundVisualizer to search for and compare mutual funds, including no-loads and ETFs; model portfolios, create client-shareable output, and most recently, “explore” similar funds to discover new investment opportunities.
The release of iOS 12 last September improved phone performance and introduced many convenient features.
In the latest release of the Putnam Social Advisor Survey, 92% of advisors using social media reported seeing asset gains attributable to social networking.
With LinkedIn usage reaching its maturity stage, the days of simply hitting the “Connect” button to grow your network have passed. Writing personalized, specific, and memorable connection invitations is key to getting them accepted and starting those relationships off on the right foot.
Watch our simple 10-minute daily routine that uses LinkedIn best practices to strengthen client relationships, uncover warm referrals, and grow assets.
Our LinkedIn video series shows how to search for alumni connections and filter by years attended, current city, and employer.