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Becoming Your Clients' Financial Quarterback Is Now Critical, State Street And Wharton Say
The increased prevalence of multiple advisors among the wealthy means each of those advisors needs to jockey for the central position in a client's financial life.
While it seems like we just read that white paper from Cerulli, State Street and the Wharton School have come up with some more actionable insights into the situation.
For one thing, they characterize the situation as one of diminished trust in the abilities of any one advisor.
This, they say, is what drives 44% of those ultra-high-net-worth investors who work with multiple advisors to diversify their relationships like they would diversify a portfolio.
The problem, of course, is that by segregating their wealth into independent silos, none of which then talk to any of the others, these investors are actually exposing themselves to more risk than ever if those assets aren't properly correlated.
As the report's creators point out, true risk management means somebody's got to have a top-down view of all the assets.
The advisor who gets that spot is then in a position of "critical competitive advantage" and can steer the client to friendly firms or even himself or herself.
This theme is definitely in the air right now -- and there is a lot of interest in bringing it down to the mass affluent market, which rarely relies on multiple advisors as it is. Either way, it will create winners and losers.
Questions?
How and why does the Advisor Products system work?
In today’s times, when consumers have become more demanding and tech-savvy, financial advisors must use content marketing to attract, inspire, engage, and convert their prospective customers.
A good content strategy is focused on developing and distributing consistent, valuable content to engage and retain prospective customers and target audience, via your website. Our content library provides financial advisors with fresh, high-quality financial content that is updated regularly, improving SEO along the way. And our automated e-newsletter and social media tools allow advisors to reach out to clients and prospects in an easy-to-use manner, providing frequent touch points for optimal brand building.
- Differentiate you from competitors
- Expose clients and prospects to your brand message more frequently
- Build an ongoing relationship with customers
- Increase your follows and fans on social media
- Drive more prospects to your website
- Help convert prospects into leads
- Increase number of pages indexed in Google
What products and services do you offer?
Can I buy services if my website is not hosted with you?
What can I expect during the onboarding process?
What if I have questions after my website is built?
Seeing is Believing.
See how easy it is to get started with our all-in-one digital marketing platform that drives leads, encourages referrals and increases client engagement.
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Advisor Products delivers high-quality, FINRA approved financial news articles and branded weekly financial videos published automatically to your financial advisor website. We also offer marketing tools like our easy-to-use financial blog, automated financial enewsletters, social media marketing tools to help financial advisors disseminate content quickly and easily.
Advisor Products delivers high-quality, FINRA approved financial news articles and branded weekly financial videos published automatically to your financial advisor website. We also offer marketing tools like our easy-to-use financial blog, automated financial enewsletters, social media marketing tools to help financial advisors disseminate content quickly and easily.
