eMoney_Logo_White2019

The Heart of Advice

 

The core of what makes a truly exceptional client experience.

The industry's future-ready FlexGen AdvisorsSM marry the emotional and psychological elements of behavioral finance with the scientific, data-driven aspects of wealth management. We call this concept The Heart of Advice. By anticipating client needs and preemptively exceeding them, you can deliver value in new ways—pushing boundaries and rethinking possibilities. Find out how eMoney can help you take your business to the next level.

REQUEST YOUR DEMO

 

 

 

What is the Heart of Advice?

head

THE HEAD
Industry Knowledge and Intelligence

 

 

heart

THE HEART
Empathy and Understanding

 

 

hand

THE HAND
Technology and Communication

 

 

 

The Heart of Advice in Action

 

Simonet Financial Group:
Driving Client Engagement with Confidence and Trust

Bill Simonet of Simonet Financial Group LLC is driving client engagement through confidence and trust. How is he doing it? Bill offers this advice:

“Be where your clients are. Understand their emotional position, and make sure you're reaching them in that space."

 

 

United Capital:
Helping Clients Live the Life They Want Today

Prior to becoming the Vice President and Head of Client Experience at United Capital, Jason Gordo spent 20 years working as a financial advisor. Jason explains,

“Planning is just math. It's our job to give clients clarity, confidence, and control around the choices they have."

 

 

The Research Behind the Numbers
Advisors who incorporate the Heart of Advice into their practice reported1:

20%+

growth in total clients, in the last 5 years

 

25%+

growth in new client acquisition, at least 70 percent higher than others

 

95%

client retention rate

 

20%+

growth in AUM and compensation in the last 5 years

 

heart-of-advice-ebook1Cerulli Associates, Advisor Metrics 2017

 

 

The Heart of Advice Study:
How Successful Advisors Deliver an Exceptional Client Experience

 

How valuable is a clear understanding of client preferences in guiding advisors to deliver an exceptional client experience? Do clients put more emphasis on an advisor’s knowledge, their ability to empathize, or the technology advisors use to manage the relationship?

DOWNLOAD THE HEART OF ADVICE STUDY

 

 

READY FOR A DEMO OF eMoney?

Get the tools you need to bring the Heart of Advice to your practice and grow your business.