Your Clients Don’t Feel Engaged: Creating and Implementing a Winning Communication Strategy
Advisors know the meaning of relationships better than most professionals, but often still struggle to translate their value online, on social media, or on video calls—let alone see an ROI from these sources! With the right mindset, powerful tools, and YCharts’ Advisor-Client Communications Framework, your communications can be insightful and memorable while building familiarity, value, and trust at the same time.
Whether you’re a research-heavy investment manager or a master of the holistic financial plan, the investment portfolio is a core piece of the advisor-client relationship. So why not show off your strategy?
In this session, YCharts will share an overview and product demo of how their platform enables advisors to research investment opportunities, build portfolio strategies, and most importantly communicate insights to their clients and prospects. The full suite of YCharts tools is designed to assist advisors’ efforts to grow AUM and build stronger, more meaningful relationships. Start your free trial in advance at ycharts.com!