As you consider developing or refining your strategy for providing clients online access to their accounts, remember to include the comments of “power users” in the process. Power users—your clients who really use and embrace the technology—can provide a wealth of information that will assist you with designing your strategy. Power users will help you understand what matters most with accessing their accounts online and even more important, how to communicate the benefits. They can teach you a lot about what are the main tools and features that they use online to review their financial information. Power users are also the clients who find the unique features and benefits that the casual user will easily overlook and never realize are available. One word of caution though: Power users can be very passionate about their ideas. Therefore, get ready to listen and take some detailed notes. It will be well worth your time.
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In this session we’ll discuss whether or not factor investing is truly active management, and how to define and test whether a factor exists.
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Join ThinkAdvisor & Wells Fargo in this webcast to learn a dynamic four criteria approach and how to gain portfolio flexibility.
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Join ThinkAdvisor for this live, interactive webcast and hear from the winners of the 2015 SMA Mangers of the Year on impact investing strategies and...