The year is almost at its close. The self-reflection is starting to set in, while at the same time, we’re all trying to just do those last few things before it’s 2023.
2022 has felt like an incredibly hectic year for a number of people. After the last few years, many expected 2022 to be a calmer one. However, the general experience seems to be that this year was more frantic than the last 2 years combined.
A major reason for this is the increased amount of “hustle” people put in to make this year a success.
With that in mind though, how did we spend our time this year?
Take a look back at 2022 and see how well you can describe your time usage. Did you spend enough of it making money and servicing your clients? What would you have done differently?
We often don’t end up spending enough time doing the money making activities within our businesses. As financial advisors, each and every moment you can spend connecting with an existing client (or doing a discovery call with a new client) is what earns you money.
The thing is that there are always other activities that take our focus and time away from our money making activities.
Let’s start with time. How much time did you spend on admin this year? How much of that admin time was spent on creating reports for your clients? Do you feel that your clients received enough information from your reports to know what is happening in their investments?
There is a good chance that the answer is no.
Consider a 2023 where all your reports can take less than 20 minutes of your time per month. Your clients receive up-to-date statements monthly, and you can have longer term planning conversations with your existing client base because they have all the information they need to make decisions.
This reality is incredibly possible with Seed Analytics. Our reporting dashboards allow you a few tools to deliver better customer service. In return what you get is:
More time in your business to attract new business and service your clients better
More touchpoints with your clients which can increase conversations and improve retention
Business intelligence at your fingertips for making stronger internal decisions to support your clients and your business.
A white labeled dashboard which can showcase your brand, making you look more professional
Your business deserves the best from you, and the easiest way to give it your best is to have the right tools supporting you. Consolidated dashboards open up a host of new possibilities for you and your clients without the need to appoint new staff to keep up with your client book.
Work smarter, not harder, in 2023. Contact us for a demo.