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Delivering ongoing client value

Financial advisors who provide consistent value to their clients build trust and loyalty.

Improve client acquisition and retention

Clients are more likely to stick with a financial advisor who adds value to their lives and helps them achieve their financial goals. As well as increased client retention, satisfied clients are more likely to refer family and friends to you, helping your firm to grow faster.

Why this could benefit you

Ongoing client value helps to differentiate your business from competitors, helping you stand out from the crowd.

intelliflo delivers consistent value

We believe in the power of providing ongoing client value. We know that financial advice is not a one-time event – it’s a lasting experience. By using our range of technology solutions, you will not only help your clients achieve their financial goals but also help them navigate life’s challenges and obstacles.

Ongoing value involves

  • Staying up to date with key market trends
  • Continuously reviewing and adjusting investment portfolios
  • Regularly communicating with clients
  • Keeping their financial plan aligned to circumstances and goals

So how do you deliver ongoing value?

Here’s what clients are looking for from today’s financial advisors.

Understanding of their financial situation

Clients want to have a clear understanding of their current financial situation and their long-term goals.

Strategies for growth and income

Clients are looking for strategies that will help them grow and manage their wealth while providing income for their current and future needs.

Risk management

Clients want to be sure their investments are being managed in a way that balances risk and reward. They want to feel confident that their advisor is monitoring their portfolio to help mitigate risks.

Tax efficiency

Clients want to minimize their tax liabilities and maximize their after-tax returns.

Regular communication and monitoring

Clients want a proactive, responsive advisor who communicates with them regularly to inform them of progress and significant changes or opportunities.

Personalized recommendations

Clients want their advisor to understand their unique situation and provide customized recommendations tailored to their needs and goals.

Education and support

Clients want to be educated about financial concepts and strategies and feel supported by their advisor when making important financial decisions.