How to demonstrate your value through personalized investment planning
About this talk
How can you grow and retain business as a financial advisor in 2023? With a growing need for hyper-personalized advice, there is increasing importance in getting to know your clients – and more than just their retirement date. Join us in the first of a series of webinars that walk through the ways in which you can bring true value to your clients that lead to better outcomes and longer-term clients. In this webinar, we will review the methods and processes advisors can use to drive productive conversations with their clients and go beyond table stakes in constructing a portfolio.
In this webinar, you will learn:
- How to leverage the growing need for advice to grow your business
- Why truly understanding your client leads to better outcomes and growth
- How to utilize technology to reliably gather client profiles and preferences to be reflected in their portfolio
- How Morningstar’s Investment Planning Experience (IPx) can help you achieve growth