Blog

How To Build A Stronger Client Base For Wealth Managers

There are tens of thousands of financial advisors,  and  everyone thinks they know how to manage their money the best. This is not the case!

Today, Advisors have to compete with so many advisors and the margins are getting thinner and thinner.

The true ally that an Advisor has is clearly taking advantage of technology and doing more with less. For example, if an advisor has  to spend 2 hours fact finding with clients then that’s 2 hours less working on sales.

Now, with technology and say an online portal, an advisor can ask potentials and/or clients to go to this portal and answer the questions in advance.
Saving  2 hours of  time + 1 staff data entry employee.

Using technology to help  better service  internal operations and provide the real time data clients are demanding today is therefore an important step to stay ahead in this very competitive field.

 

Maurice Berdugo – CEO
BP Analytics

How To Build A Stronger Client Base For Wealth Managers

How To Build A Stronger Client Base For Wealth Managers

LinkedInTwitterGoogle+Share

Leave a Comment

Your email address will not be published. Required fields are marked *