6 Steps to Active Client Management

Active client management can benefit both the client and the advisory firm. It protects the client against unwanted risks and avoids having financial products that don’t fit them and their circumstances anymore.  It also limits the liabilities of the advisor and creates advice opportunities.

Whitepaper smarter financial advice

The smart advice cycle architecture

Prevalidation, a.k.a. the prevention of disappointment

A smarter, more effective advice cycle