Wealth Advisor Workstation
Collaborative Counsel: A New Approach to Advisor-Client Relationships.
Download as PDFWealth management firms seek to create a superior customer experience while enabling greater advisor efficiency. Their financial advisors seek a collaborative approach, where the client actively contributes, leading to a trusted lifetime relationship. But collaboration requires a new way of thinking about interaction with clients. It requires giving advisors tools to better manage their client relationships and their workflow, so that they can improve client acquisition and service.
