Advice for life

Are you telling a holistic story about the value of your advice? Are you using these moments of truth to deepen Client relationships? Each touchpoint, from discovery to stewardship, allows you to connect with Clients and showcase your value. 

Give Clients a view into the journey you’re embarking on together and what they can expect when working with an advisor by sharing The advice journey resource. 

Take it a step further by walking Clients through a visual illustration of your unique Client Engagement Process. This gives insight into all the work that goes on behind the scenes. The more Clients understand the details of what you do for them, the more they’ll appreciate your value.

Are you ready to build trust on a human level and uncover what Clients value most? It starts at Discovery. A guide to deeper Client discovery shares how to set the tone in meetings, set expectations with Clients and conduct a deeper Client discovery, to get to the heart of what really matters.

While traditional finance assumes that investors are rational and can process all information unbiased, behavioral finance recognizes that people often make financial decisions based on emotion and behavioural biases. In fact, 90% of financial decisions are made on emotion.¹

We all have strong ingrained biases that exist deep within our psyche. While they can serve us well in our day-to-day lives, they can have the opposite effect with investing. As a result, advisors find themselves spending a lot of their time trying to minimize Clients’ behavioural mistakes, especially during times of uncertainty.

Advisors who can combine their technical expertise with an understanding of behavioral finance offer a very valuable combination of skills. Research shows that addressing the investment behavior of Clients may be the greatest value you can provide.

By helping Clients overcome investor biases, you can reduce short-term and/or emotional decision making and keep Clients invested during times of volatility, all while strengthening trust and deepening the relationship.

We believe in the value of advice, and that advice needs to be shared.

We’re collaborating with advisors and industry experts to learn best practices for engaging with Clients and growing their businesses. Get inspired about the business you can build by watching the videos below.

Engaging the Female Market

Women create, control and influence an enormous amount of wealth. Influenced by physiological and societal factors, women’s motivations, perspectives, priorities and communication styles are different than men’s. Engaging women in a way that’s meaningful is crucial to retaining assets and growing your business. 

Working with Millennials

Surrounded by negative stereotypes and known for paving their own path when it comes to family, career and their impact on society, the millennial market is often overlooked and underserved. These negative perceptions are creating missed opportunities for you, your business and millennials. Learn to attract, engage and retain the next generation of investors and the future of wealth.

Business Planning

Leading advisors are those who operate with a business owner’s mindset. They spend time planning their business activities and vision so their team can help them execute. We call this the business paradigm. Learn about three critical best practices of top advisors.