Financial advisers who want to optimise their client experience and overall business – this eGuide was written for you.
The guide covers:
- Easy ways you can modernise your client experience (hint: start with risk profiling!)
- Steps you can take to build increased trust.
- Strategies to ensure you’re giving each and every client equitable treatment along the way.
What's inside?
- Discover the business perks of digital risk profiling – modern, digital tools not only streamline the risk profiling process but also provide invaluable insights that can significantly enhance your overall efficiency and client satisfaction
- Uncover potential prejudices in your existing profiling process – ever wondered if your current risk profiling methods might carry unintentional biases? A more inclusive and unbiased approach can not only build stronger client relationships but also ensure your advisory services resonate with a diverse clientele
- Understand the value of engaging clients effectively at the risk profiling stage – learn how to swap mundane RTQs (risk tolerance questionnaires) for meaningful advice moments that leave a lasting impression
- Learn why re-profiling is pivotal to your advice business's success – regularly revisiting and updating your clients' risk profile is important, as it decodes evolving client behaviours and reaffirms the suitability of your advice
