But my Financial Advisor doesn’t ask the right questions! Sadly, not all financial advisors are fully committed to exploring your hopes and dreams and then matching your financial plans to deliver those expected life experiences.
Do you feel as though you are always running to catch up? Advisors want to deliver excellent advice, they want to see satisfied clients, and they work hard to inform themselves to be able to give this level of service. So what’s the solution?
As a financial advisor, you have done a good job of helping your pre-retired clients dream, define their ideal goals and manage a portfolio to achieve those goals. But that may or may not have anything to do with their reality.
How can you customize your client experience when you may not even know who your client really is? Attracting new clients is all about the ability for you to quickly build trust. This involves understanding your client’s personality.
You’ve read all the reasons why targeting women as clients is lucrative. But what is the one thing that women really want from YOU, the financial advisor?
If you don’t decide strongly for yourself the favorable outcome you want out of a client/advisor relationship, your success as an advisor will likely come from others’ definition of success.
In the past year, has your business learned more or less about its customers? How do you know if you’re meeting their needs to boost customer engagement?
As the year ends and plans are in place for 2013 many companies will have focused heavily on where social media fits in their business and more importantly produced endless statistics to support reasons to invest in ‘more social media stuff’ (or not).
The most recent product release for the development team is our new DNA Talent Report and customizer. This new feature provides our users ultimate flexibility in the application of DNA Reports, regardless of the application.
There is endless ‘chatter’ around engaging customers; understanding the consumer’s headspace; understanding their ‘buying behaviour’ and how to shift focus to engage this customer to improve the bottom line.