Take the time; see the change


As a financial advisor, you experience the changes in your clients’ lives firsthand. Whether they are growing in their careers, building businesses or starting families, you are walking a journey with them, and that is a huge responsibility.


Your clients need more from you than just new products added to their current packages. They need solutions to real-life problems and challenges. Remember, your client is always growing and changing. This means their current profile will have to evolve alongside them. You are the expert at identifying their needs and finding the right solutions.


Clients quickly lose trust in you and your service if you only contact them to sell them something. Communication is so important. Even if you’re upselling with the very best solution to their problems, it means nothing if you disappear for the rest of the year.


Take the time to get to know your clients and remember the big moments in their lives.

Whether it’s a birthday, anniversary or launch date of their first business, remember to make a big deal of it. Your clients will thank you for it.


Knowing your clients also means you need to know what is going on in your industry and the world in general. What’s currently happening in the world that can affect your client’s business and their portfolio? Which new technologies have emerged that could solve problems for your clients? Keep your clients updated on these relevant developments by maintaining open lines of communication. This knowledge will contribute to their financial success.


A happy client is a loyal client. Clients that feel validated and heard will be more likely to refer you to their network. These clients will stick with you as long as you give them the service they expect.


Ready to learn more about Seed Analytics and how we can help you be the best financial advisor you can be?


Contact us to book a demo.