• Home Slide
    Helping advisers find new business, increase conversion rates and deepen client relationships
    Graham Aikin
Client
Experience
72% of firms say that improving the client experience is a top priority.
(source – IRESS Survey 2017)
Do your advisers have client service standards and a client communication strategy?
Investable
assets
By 2020, millenials will control half of all investable assets (c.$30tr)
(source – PWC Survey 2016)
Do your advisers know how to deal with different generations of client?
Selecting a
manager
On average, clients consider 3.3 firms before selecting a wealth manager
(source – FutureWealth Report 2015)
What are your Unique Selling Points and do your advisers know how to express them?