Betterworth

Know your clients better than they know themselves.
Betterworth is a cognitive AI platform designed for the financial services industry.
#techforadvisors

[Betterworth @betterworth]

What is your value-add is to your clients as a #financialadvisor?

@RussellInvestAU 's "Value of an Advisor" study found that the value added by an advisor who delivers comprehensive #wealthmanagement is 2.88%!

Here is the link to the full report!
https://t.co/x94aXozo14

[Betterworth @betterworth]

Almost half of #Canadians said they prefer to speak with a #financialadvisor for financial #advice rather than turning to family/friends or going #online.

#finance #financialadvisors #financialadvisory #financialplanning #clientrelationships #betterworth #financialplanner

[Betterworth @betterworth]

Did you know 70% of #Canadians would rather speak to another person when seeking #financialadvice than relying on #information from the web?

Source: The Globe and Mail, 2020

#finance #financialadvisors #financialplanning #financialadvisortips #financialplanner

[Betterworth @betterworth]

When picking a #financialadvisor know what their specializations are and exactly how they can help you meet your goals! 🌟🌟🌟

Source: Farm Bureau Financial Services, 2020

#investing #financialliteracy

[Betterworth @betterworth]

#Technology shouldn’t replace human relationships. Ideally #financialadvisors should find a balance between technology and human touch. 🧑‍💻👩‍💻✨

#financialplanning

[Betterworth @betterworth]

A recent Sun Life survey released that 43% of Canadians feel less financially secure since COVID-19.

It highlights that 44% of those who say their #mentalhealth has been affected by the pandemic identify #financialstress as the main factor.

#financialadvisors #financialplanning

[Betterworth @betterworth]

#finance #financialadvisors #financialadvisory #financialplanning #motivation

[Betterworth @betterworth]

Our 2️⃣nd post on the new #generation of #investors!

In order to win over the new generation, advisors need to make sure they #engage and #collaborate to create strong client relationships 💪

Source: CNBC, Ben Harrison, 2021

#finance #financialadvisors #experience #advice

[Betterworth @betterworth]

Go to our blog 'The Agile Advisor' to read the full blog post on the keys to client retention! What is your number 1 tip for #clientretention? ⭐🦋

https://t.co/buDkK0onB0

#finance #financialadvisors #financialadvisory #financialplanning #wealthmanagement #wealthadvisor

[Betterworth @betterworth]

To read more visit our blog at https://t.co/qd1QiQxERw 😊

[Betterworth @betterworth]

Here are the Top 4 Keys to client retention that will help keep your clients satisfied:

#clientretention #financialadvisor #financialplanning #wealthmanagement

[Betterworth @betterworth]

4. Meeting Requests when possible - Accommodate your client's requests and put maximum effort to reach them. Clients will appreciate your initiative and when they compare you to other advisors, your true merit will be shown.

[Betterworth @betterworth]

The oldest #millennials are entering the stage of critical life decisions & are starting to seek financial advice.

1 of the main strategies advisors need to think about is how to enhance their online presence & branding.

#financialadvisors #financialplanning #generationalwealth

[Betterworth @betterworth]

As an advisor, do you possess any of these traits? 🤩

Clients want an advisor who can be trusted and knowledgeable, so showing these #traits will make them #confident in their choice!

#finance #financialadvisors #financialplanning #financialadvisortips #success #clients

[Betterworth @betterworth]

#finance #financialadvisors #financialadvisory #financialplanning #wealthmanagement #wealthadvisor #clientrelationship #motivation #quote #future

[Betterworth @betterworth]

The most important aspect of being a financial advisor is how well you can keep your clients. Many advisors primarily focus on acquiring new clients to grow their business, they often leave current clients unsatisfied 🦋

#finance #financialadvisors #financialplanning

[Betterworth @betterworth]

Don’t give up when things get difficult.

#finance #financialadvisors #financialadvisory #financialplanning #wealthmanagement #wealthadvisor #clientrelationship #inspiration #quote #motivation

[Betterworth @betterworth]

How to succeed as a new financial advisor
Tip #5: Be comfortable with asking yourself “What if I’m wrong?”

#finance #financialadvisors #financialadvisory #financialplanning #wealthmanagement #wealthadvisor #clientrelationship #selfreflection #Advice