Realizing the Moral Imperative: All does not mean ALL unless a ction matches rhetoric
Beyond the Rhetoric: What Does it Mean to be Client-Centric?
Transcript of Beyond the Rhetoric: What Does it Mean to be Client-Centric?
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WHAT DOES IT MEAN TO BE CLIENT-CENTRIC?
BEYONDRHETORIC
THE
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Meet PatADVISOR
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Pat and clientsTHE BRADYS
Meeting: Face-to-face. Comfortable.
Reports: Comprehensive. Personalized cover.
Product: Offers access to exclusive fund.
Performance: Beat benchmark by 5% YTD.
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What’s WRONG with this picture?
Meeting: Hard to schedule. Inconvenient.
Reports: Static PDF. Overwhelming.
Product: Starts with wrong goal in mind.
Performance: Wrong beta. Wrong conversation.
Pat and clientsTHE BRADYS
Meeting: Face-to-face. Comfortable.
Reports: Comprehensive. Personalized cover.
Product: Offers access to exclusive fund.
Performance: Beat benchmark by 5% YTD.
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The bar is RISING
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The bar is RISING
The digital revolution
DOL fiduciary rule
Competition
Demographic shifts
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The bar is RISING
The traditional value proposition is under threat.
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Pat will be OBSOLETEin 5 years
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How can you keep up?
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By creating a CLIENT-CENTRIC organization that is…
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Goals-based
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Goals-basedHelping your clients achieve their life goals − instead of simply chasing performance.
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Holistic
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Holistic Managing the household’s wealth as one interconnected whole.
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Tax-aware
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Tax-aware Optimizing portfolios to capture tax alpha.
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Personalized
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Personalized Crafting portfolios specific to each investor, reflecting their unique profile.
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Digital(For Boomers)
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Digital (For Millennials)
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Anytime, anywhere digital collaboration.
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All done AT SCALE
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Liberate your advisors by centralizing core functions.
All done AT SCALE
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Now let’s revisit Pat & The Bradys
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The CLIENT-CENTRICfuture
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The CLIENT-CENTRICfuture
Meeting: Virtual anytime collaboration. Video chat. Co-browsing.
Reports: Interactive investor portal. Recognizes all household accounts.
Product: Personalized, tax managed portfolios. Goal-oriented.
Performance: Progress towards overall life goals.
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