Posts Tagged: clients

What financial advisers can learn from Amazon

What happens when geography stops being an important buying criteria? Recently my phone’s storage chip malfunctioned. Unfortunately, I had a full afternoon of meetings and an early morning flight the next day. Thanks to Amazon, I had a new chip in my mailbox by the time I arrived home a couple of hours later that…

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The 361-Day Challenge

Generally, advisers meet clients two to four times a year to engage, build trust, instill confidence, help solve problems and ultimately, earn the fees clients pay us. That means clients pay roughly $2,500 per meeting based on their annual fee. The overarching question is, in this age of “information at our fingertips,” are we doing…

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How will client engagement evolve by 2020?

For the past 50 years, advisors in our industry have interacted with clients in basically the same way. We have held all the knowledge, access to the answers and told clients what they needed to do. Like physicians and lawyers, clients have come to us at our offices at a time when we could accommodate…

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Is Your Firm Hip to Tech?

Whether or not your firm is using technology to strengthen client relationships, consider this: 78% of U.S. adults feel digitally ready and very confident about using computers, smartphones, and gadgets, according to a Pew Research Center 2016 study. Digital adoption is no longer optional, it’s necessary. PricewaterhouseCoopers research suggests that 85% of clients use three…

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Salesforce and United Capital Usher in a New Way for Advisers to Serve and Communicate

On Tuesday, March 8th I’ll be joining Salesforce’s Simon Mulcahy to introduce an innovative new, cloud-based technology that could serve as a game-changer for your firm. Register for Salesforce’s Financial Services Cloud Exclusive Live Launch. But first, some background … Every now and then businesses face a choice that turns out to be pivotal ─…

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FinLife Partners is a dba of United Capital Financial Advisers, LLC.

All names, logos, and slogans identifying United Capital and United Capital’s products and services (including, without limitation, Honest Conversations®, Money Mind®, FinLife®, FlexScore®, Financial Control Scorecard®, FCS®, One Best Financial Life®, United Capital Private Wealth Counseling®, Ideal Life Index™, and FinLife Partners Powered by United Capital™, United Capital Financial Life Management™, Financial Years of Freedom™) are trademarks and service marks or registered trademarks and service marks of United Capital or its affiliates in the United States and/or other countries.