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Building Deeper Relationships with Medical Professionals and other Clients
To build deeper relationships with their clients and customers, financial advisors, wealth managers, brokerages and banks need to move away from just being an account to store money – and more towards helping their customers take control of their finances. Adding personal financial management (PFM) tools are a great way to start.
Right now, medical professional clients and many customers, are turning to third party sites to help them with their finances. But, a recent Javelin reports shows that customers are 3-x as likely to trust a bank with these services.
Below are some reasons why FAs, WMs and SBs should consider providing PFM capabilities (such as StatementRewards’ Purchase Insights) to physicians and lay customers.
Source: truaxis.com
Conclusion
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Filed under: Financial Planning | Tagged: financial advisors, Financial Planning, It's all About Personal Financial Management, stock-brokers | 2 Comments »
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