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EBooks Exceptional Client Experiences Drive Growth.pdf

ebook-exceptional-client-experience-drives-growth.pdf
Preview of eBooks Exceptional Client Experiences Drive Growth
🔗 Source: emoneyadvisor.com
📊 Size: 28.6 MB
📄 Pages: 11 pages
⬇️ Downloads: 78

Summary

Financial advisors face pressure from market forces like index funds and robo-advice, eroding traditional value and affecting organic growth. To differentiate themselves, advisors focus on the client experience (CX), which involves helping clients understand relevant information and collaborating with them. A good CX is built on communication, trust, and transparency. Research shows 40% of clients are willing to switch advisors, and firms that improve their customer experience can attract clients from other firms, with tens of billions of dollars in revenue potentially available. Enhancing CX can drive growth, with recent advances in fintech revolutionizing the client experience, and e-advisors who use more technology applications having better client relationships, more referrals, and higher AUM per client.

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Description

Financial advisors face pressure from market forces like index funds and robo-advice, eroding traditional value and affecting organic growth.

Technical Information

  • File Format: PDF
  • File Size: 28.6 MB
  • Pages: 11
  • Language: EN
  • Total Downloads: 78
  • Last Updated: 1 month ago

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