Leveraging Time and Tools to Foster Client Engagement

December 6th, 2016

As wealth managers, we all know the value of time. In particular, the value of time as it relates to compound interest and how time helps build wealth. But we seldom think about time as being one of the key tools in building relationships with clients. 

 

In this white paper, you’ll find out why:

  • Knowing the personal goals of high-net-worth investors helps foster engagement
  • Having goal-based conversations with your clients is more impactful to their overall investment strategy
  • Using the right tools gives you better reports that tell each client’s individual investment story

 

http://firstrate.com/wp-content/uploads/2016/12/First-Rate-WP1-LeveragingTime-Tools-to-Foster-Client-Engagement-final-4.11.15.pdf