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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 |
The Leading Business Education Network for Doctors, Financial Advisors and Health Industry Consultants 
Community Banks Betting On Wealth Management
Bruised by the financial crisis and continued low-interest rates, community banks are taking another look at wealth management to bolster their business. Can they make it work this time?
http://registeredrep.com/newsletters/wealthmanagement/community_banks_betting_on_3712/?NL=RGR-06&Issue=RGR-06_20120307_RGR-06_523&YM_RID=marcinkoadvisors%40msn.com&YM_MID=1296484
Will they have an advantage with doctors, nurses and medical professionals; or not?
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Are financial advisors failing the 99%?
It appears that middle-class Americans would be grateful to have affordable, professional and ethical advice for managing their investments, portfolios and retirement accounts.
http://money.msn.com/personal-finance/article.aspx?post=6bd295e1-9fc5-4f5d-afee-4c26690ca586
But, maybe not according to this essay. How ironic – since I’ve been saying same for 20 years.
Dr. David Edward Marcinko MBA
http://www.CertifiedMedicalPlanner.org
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