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Get Personal With Clients and Prospects

Overcome challenges associated with creating content that connects with clients and prospects through personalization.

Get Personal With Clients and Prospects

What could your firm do to better engage with clients and prospects and to make the content creation process more efficient?

Wealth managers are under pressure to create personalized advice for their clients and make better advisory decisions to deliver “wow” moments – all as part of a great client experience. This is important, because 65 percent of advisors spend most of their time acquiring clients. 

In his latest article for Barron’s, Steve Scruton, President of Broadridge Advisor Solutions, discusses the personalization of content through three components: building a data warehouse, learning about the client and creating great content. 

The digitization of wealth management underlines the importance of personalizing content: 69 percent of advisors are concerned about remaining relevant with younger investors who are digital natives. And, according to a Roubini Thoughtlab report, firms that have already embraced digital technology as first movers have boosted revenues by 8.6 percent and improved advisor productivity by 11.3 percent.

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