Mapping the client journey is an eye-opening exercise that highlights inefficiencies and bottlenecks in your firm’s processes. By dissecting each stage of the client’s experience, from initial contact ...

"Mind maps" are transforming how advisors communicate with clients and staff and how they organize information throughout the firm. Results include better-informed clients, significant time savings, ...

When talking to new clients, many advisors get right to the numbers, walking prospects through budgets and investment strategies that will help make their retirement years golden. Processing Content ...

A client journey map is a visual representation of the process a client or prospect goes through to achieve a goal with your company. With the help of a client journey map, you can get a sense of your ...

Jon Krabbe of Agent Image shares ideas for supporting every stage of the client journey, from first looks to post-closing advice. For the vast majority of buyers and sellers, real estate lives online.

As financial advisers, we often get so wrapped up in constructing and implementing structures to pass money on to the next generation that we forget about family dynamics and the generational patterns ...