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Financial services
1. More than 35,000 firms compete for investor assets in an ever-changing financial landscape. The top 50 firms generate more than half of revenues in the broadly defined financial planning and advisory business universe. An employer’s financial strength is an essential element in developing a financial planning and advisory practice. In the aftermath of the recent global financial crisis, more investors look for stability and reliability in advisers and their employer firms.
2. Investment advisers and financial planners must develop strong relationships with their clients. Trust between the adviser and client is as indispensable as the products, services, and financial advice provided by the adviser’s firm. High performance contributes to the development of strong client relationships. Satisfied existing clients are the adviser’s best form of advertising and new referrals. Developing new clients while maintaining satisfied existing ones grows the business.
3. Financial services firms continue to create and reorganize new mobile products and technologies with clients in mind. Some financial institutions are developing marketing strategies that reach out to new prospects via mobile phone. In addition, financial services firms are refining their mobile strategies to attract multicultural groups via mobile technology. When the prospective client reads information on his favorite site, the financial institution offers links to products and services that reflect the client’s interests. A click on the link provided starts the process of contact between the financial institution and the client.
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How do financial advisers attract new clients?
They categorize their existing client relationships.
They treat all their clients equally regardless of their value to the firm.
They collect information about prospective clients.
They take advantage of new information technologies.
