The portfolio rebalancing and management solution has a new dashboard view, grid interface and improved navigation.
Practice Progress: How to Lose a Client (or Not)—Lessons Learned From Unsuccessful Advisory Relationships
Julia Carlson and David J. Wright of Financial Freedom Wealth Management discuss how the loss of clients during the firm’s growth resulted in new opportunities for successes.
However, many are implementing new practices and technologies to combat these effects.
Content, surroundings and technology preparation are important for creating client and committee meetings that keep everyone engaged.
The typical investor has five to six accounts, multiple products and custodians, and two or three advisers managing their assets.
Craig Hawley, head of Nationwide Advisory Solutions, also explains how successful advisers are using AI.
Investors compare the service they receive from wealth management firms to the type of service they get from consumer goods and technology behemoths.
The program pairs specialists with dedicated strategic account managers and brings access to a team of ERISA attorneys.
After being one of the first national firms to address the DOL’s now-defunct fiduciary rule, the firm says it is turning a new page in client service and adviser support by launching its digital WealthDesk platform.
This now brings Lincoln’s technology packages up to five.
It offers advisers prospecting tools, plan management resources, including fiduciary support, and educational materials.