How Financial Advisors can keep their clients engaged

In financial services, it’s all about the clients. What your clients need, what they want, where they are, where they’re going and who they can refer along the way. There is no business without clients, and all financial advisors must be experts in the art of finding new clients and engaging existing ones. In this post, I look at how Financial Advisors can keep their clients engaged.

Get to know your client: Though as an advisor your connection with a client is a professional one, but it is important that you get to know your client at a personal level. As an advisor you are meant to keep a track of financial records of your clients but keeping a track of personal records of the client like birthdays, anniversaries, children, and other such information can help you build your relationship.

Leverage on CRM to improve client relationship: CRM is an excellent tool which can help advisors to improve their productivity. If used well it can help you in many ways effortlessly to keep you at the top of your client’s mind all the time. Simple things like recording each and every personal and professional detail of your client, details of your meeting and scheduling next appointment help you engender client’s trust which will ultimate help build deeper relationships.

Do entire Financial Planning for your client: Instead of focussing on making a one-time connect with your client by offering them a product, advisors should focus on the big picture and do financial planning based on his individual needs and goals and then suggest products for investment. It may look like a time consuming exercise initially but in the long run it can be extremely fruitful.

 Use Social Media: Social media is another medium which can help you reach out your clients. Platforms such as Facebook, LinkedIn and Twitter can be used to share insights and showcase your expertise. It can also provide you information on interests and opinions of your clients which can be helpful in your future interactions.

Use Technology to your Advantage: Technology has changed the way we do business. It all boils down to have effectively and successfully one has embraced this in their business. Financial advisors should use technology to their advantage to increase their productivity and improve customer relations.

I hope you’ve found this article on How Financial Advisors can keep their clients engaged useful. If you’re a financial advisor looking for help , please feel free to get in touch here. Myself and my team are more than happy to help.

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