Practice management

Explore effective strategies for winning and keeping HNWI clients through trust, personalized services, technology, and understanding their unique needs.

Financial planning tools have become indispensable for financial professionals, and for good reason. They offer a range of benefits, from streamlining workflows to enhancing client engagement and providing data-driven insights. As client expectations evolve and the financial landscape becomes increasingly complex, these tools are essential for staying competitive and delivering the highest level of service.

In the digital era, you have access to a plethora of tools and software that facilitate financial planning, enabling you to create detailed, customized financial plans that incorporate annuity products, considering the diverse assets that clients have acquired from various sources.

Research tells us that over half of our daily activities are influenced by habits, like brushing your teeth, drinking your first cup of coffee, and watching the news.

We all possess biases and without reflecting on them, we run the risk of inadvertently negatively impacting client relationships based on our biases, whatever those may be. We discuss what unconscious bias is and strategies to overcome and learn from your biases here.

View 15 of our WFH tips to implement in your practice or share with clients.