Today’s clients expect more from their advisor.
In fact, a recent study showed that two-thirds of young investors (Generation Y and Generation Z) expect their advisor to provide services beyond financial advice and investment management.2 This is an opportunity to drive deeper client engagement and be seen as clients’ go-to professional. Refer clients to professionals that will meet their needs and deliver the highest possible level of service.
Go beyond the obvious.
Research tells us that the top 3 most effective centers of influence are accountants, lawyers and mortgage professionals.1 But an established, effective COI network doesn’t stop there. Deliver greater value for clients with a diverse set of COIs.
For example, tradespeople, mechanic, physiotherapist, health coach, local organizations, wedding planner, flower shop, travel agent, continuance of care specialist, etc.