The client review process: efficient, effective, engaging
Panacea Adviser & Tich Nhau, Business Development Consultant & Glenn Bryant, Marketing, Dynamic Planner
About this talk
During their session, Dynamic Planner will cover how they can help advisers manage their clients remotely and into the future.
It will cover:
- Accurately risk profile your clients, encompassing their attitude to risk, investor experience and their capacity for loss
- Match your clients with suitable investment portfolios, selecting from more than 1,400+ solutions, risk profiled each quarter for ongoing suitability
- Quickly and accurately revisit a client’s and their portfolio’s risk profile during times of extreme market volatility
- Improve your clients’ understanding of how their money is invested – and also demonstrate your firm’s value - with high quality, clear reporting
- Make annual client review process more efficient – and increase number of clients firm can serve
- Adopt a consistent and repeatable client review process, from a regulatory perspective
- Easily screen share reports and analysis from Dynamic Planner during remote client meetings, in tandem with a popular platform like Zoom
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