With clear, open and frequent communication, clients are less likely to make false assumptions about the advisory relationship. You can't afford to have a client churn due to a lack of clarity. Transparency improves client conversion and retention.
done Personalize your service
done Communicate Efficiently
done Provide great service consistently
"You can't manage what you can't measure.", Peter Drucker. Considering that most financial advisors are just getting in video conferencing, Marsview has made it easier for advisors to measure and analyze performance of client meetings through an insightful scorecard.
The scorecard helps advisors pinpoint areas where they should focus the conversation with clients to meet their goals.
done Share Insights with Clients
done How you say it matters
done Assess your performance