Email Course:

Take Your Client Interactions to the Next Level Through Interactive Planning

The advisor-client relationship is meant to be two-way. Create engaging, interactive conversations through an environment that allows your clients to lead or take part in the discussion.

Two out of three investors say that an advisor can build trust with them by ‚Äúcustomizing their approach to meet my needs" 1. Creating an environment where the client feels invested helps establish lifelong relationships.

Sign up for our email course and learn how you can create moments that matter to each and every client by having the right conversations with interactive planning.

SIGN UP FOR THE COURSE

COURSE OUTLINE

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DAY 1

INTERACTIVE FINANCIAL PLANNING

See the immediate impact financial planning can make when visually presented to the client.

 

 

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DAY 2

SUPPORTIVE TECHNOLOGY

There is a surplus of technology to help create an interactive experience for your clients. Let's explore what that looks like.

 

 

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DAY 3

ENGAGING CONVERSATIONS

Whether virtual or in-person, your meetings should create an environment that is comfortable and opens up engaging discussions with your clients.

 

 

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DAY 4

DATA TALKS

See the immediate impact financial planning can make when visually presented to the client.

 

 

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DAY 5

THE CLIENT EXPERIENCE

Giving access to a client portal continues to engage clients behind closed doors and sets clients up to continue to be proactive with their financial picture.

 

 

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1Deloitte, '2019 Investment Management Outlook'. Available at: https://www2.deloitte.com/content/dam/Deloitte/us/Documents/financial-services/us-fsi-dcfs-investment-management-2019-outlook-rev.pdf. Accessed May 2020