Client Performance Challenges for Advisors

• Being able to reliably predict how clients will react to life and market events
• Structuring effective and engaging client relationship management programs.
• Customizing the financial advisory service experience for different clients.
• Lack of quality questions to ask clients to trigger personal and financial transformation.
• Keeping clients focused on their financial planning to achieve their life and financial goals.
• Lack of a structured process to help clients discover their life purpose and set goals.
• Difficulty in getting clients to confidently make committed long term investment decisions.
• Closing the Dalbar gap of market performance vs. client performance.
• Managing the influence of advisor bias on client decision-making

Deconstruction of the Planning Process

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