The shared need among advisors for added value on every channel has created an important opportunity for partner firms. Access to product and performance of that product is clearly important but delivering best-in-class value add content plays a crucial role in the practices of an advisor across all channels.
Creating a stellar customer service experience for clients can be challenging as one size does not fit all, but using a few best practices can make a big difference in helping advisors keep clients and even generate referrals. Consider this: 72% of customers share good experiences with others and 67% of customers will pay a premium to companies that offer superior experiences.
Research indicates that only 50 percent of financial advisors currently have business plans in place for themselves. As a financial advisor, business plans help you define, map out and stay on a set path to achieve your goals and grow your business. Read the full article for some tips to get you started with a business plan and understand why now is the best time to start.
What’s different about communicating with the surviving spouse or the adult children of your deceased client? In many cases, a lot! It’s highly unlikely that using the same approach with both will be successful with each person.
NFM-17764AO
