Amazon and other innovative tech-based giants such as Zappos, Uber and Lyft have revolutionized the way American business thinks of customer satisfaction.
The advisor-client relationship is more dynamic than ever and clients’ needs are evolving and expanding rapidly. Advisors need to understand how to identify with a range of family needs and implement multi-generational plans that include more than just the primary client. This white paper is designed to help advisors build deeper relationships with clients and their extended families – and ultimately increase the likelihood of retaining future generations of clients.
This Cadaret, Grant white paper focuses on the need for proper administrative support, and how administrative functioning is key to the operation of a successful firm. While seemingly an increase in cost without an immediate increase in revenue, hiring and/or empowering support advisors or assistants has been a proven way to enhance productivity, bring in more business and, ultimately, improve profitability.
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