Financial Advisors, you help clients with their goals and bucket list items. If you only address those during a "financial planning" meeting, you are missing out on an opportunity.
At the start of every year, share with your clients their own goals and bucket list items. Let them know that you are aware of those and working on it together for the upcoming year.
Ultimately, this is why you are a financial advisor, right? Help clients achieve the goals and bucket list items. Sharing this in a simple email is so easy and your clients will appreciate it. In fact, extend this idea and send that to prospects as well.
Doing a financial plan in Naviplan, eMoney or RightCapital is great. However, giving clients a simple summary can go a long way.
In this video, check out how you can do this using Pulse360. We have made this easy for you and your team.
Check out the video to see how:
If you are not using Pulse360, consider scheduling your demo to see how you can start to do this for your clients. The earlier you start the better. Make your financial advisory practice more streamlined and future-proof.