Technology has made our world to be a small global village whereby a click of a button you can comfortably reach a person living thousands of miles far from you. With effective communication throughout the world, the main idea is to use every advantage you can get. Financial planning method has been made easier with the new digital economy. Financial planners are using the technology to serve their customers through ways such as:
Use of a Website
Gone are the days when people used to run to the library to access books to acquire information. Most consumers would prefer to go online for financial advice for it saves both time and money. If you have not a high- built website to advertise yourself, sorry they will not be able to see you. A website acts as your employee who is always available to talk to your clients and provide them with valuable information in your absentia.
Use of client relationship management software (CRM)
CRM refers to software that keeps track of all your leads, prospects and clients. In the CRM you can keep all of their contact information such as phone, email address, notes from your previous contacts and much more amazing things. Keeping track of everything in your head would be made more comfortable with this software. That sounds awesome. When it comes to CRM, go for the cheap one and easy to use such as Capsule
Use of NestEgg Estimator
This refers to a google app that easily projects the client’s finances into the future by breaking them down into assets, debts, income and taxes. The financial planner can put varying amounts of data to get detailed and accurate results. With this information, the planner can comfortably ascertain scenarios such as a change in expenses, losses, spending and many more.
Use of Paladin Research
This is a free consumer site seeking a professional financial planner. It’s more of an investor watchdog where an advisor will be rated according to the level of education, experience, certification among other credentials to appear on their five-star registry at a fee. This appearance gives advisor credibility and exposure, thereby broadening his professional profile
Use of emails
Having a good website and not capturing email addresses of your prospects it’s a bad idea. To get the most out of online viewers, you should make sure you can easily follow-up your clients with much ease. Build yourself a big email list to make the most of what you have. The planner must keep up with his online reputation at all time. Setting up an online alert whenever you receive media attention helps you to monitor social media marketing efforts.
Bottom line
Most financial planning advisors – https://www.precisionwealth.com.au/ are redefined today through the use of technology. For you to create and maintain excellent client relationship, you need to make use of the latest financial technology tool. Having clients and investors who are tech-savvy an advisor will increase and maximise productivity much quicker than in previous generations.