The client review process: efficient, effective, engaging

Presented by

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
Related topics:

More from this channel

Upcoming talks (0)
On-demand talks (70)
Subscribers (4905)
View the latest videos, webcasts, news and presentations from Panacea Adviser and partners. This area provides free thought provoking webcasts to support and educate Advisers and includes general industry webcasts and those that can help advisers with their day-to-day business. The schedule of programmes is updated on a regular basis so keep coming back to stay in touch.