Statistics shows that advisers traditionally work five times harder trying to attract new clients than retain existing ones. Technology has allowed many existing clients to login onto their own investment platforms and access other online tools at any time; and as such tend to interact less and less with their adviser. This then results in end clients not foreseeing value in their adviser and often they find themselves making financial decisions on their own, and eventually terminating their relationship.

So, as an Adviser how do you show value and create client ‘stickiness’? Client engagement and relationships are pivotal in building life long clients and even bringing future generations on board. Although technology has created autonomy and transparency, adviser-client relationships are still key. Also, are you providing your clients access to the right technology? Are you and your personal and business clients still left to manually consolidate financial information so each of you have a full view of the financial risks or opportunities?

Contact us TODAY to find out how we can help with the technology and you focus on the personal relationships, and together create ‘sticky’ and life long clients. Be part of your clients’ financial journey and success.