Wealth Managment
Until recently, wealth advisors as a whole had a reputation for working alone. But this solitary business model is changing — and with good reason. Working in teams improves efficiency for wealth advisors, which explains why some of the most successful financial advisors these days are part of a team. It’s an approach that advisors…
ShellBlack consultants work with many clients who are not only moving to Salesforce, but must simultaneously contend with a complex data migration. It’s a highly specialized process, which is why ShellBlack has dedicated data specialists to assist each client through their data needs in order to effectively migrate their data. As you prepare to move…
As a financial advisor, preparing and presenting a client’s financial plan is just the first step. When the client decides to move forward with your recommendations, having a clear and effective onboarding process is essential. Advisors have many necessary steps to bring new clients into their systems. There can be many systems involved, and in…
Like most businesses, wealth management firms need to keep track of clients’ addresses. Some clients have jobs that require them to move frequently — whether it’s an athlete moving to a new training location or a consulting professional whose job location changes as work is completed and a new job starts. Some high net worth…
Financial Advisors often segment their books of business and develop client service models for each segment. Each segment has a different number of touch points, such as phone calls, emails, newsletters, events, or meetings. In order to deliver the appropriate service level for each client, it’s essential to track all these activities. By consolidating these…
Financial advisors who rise above the crowd are the ones who develop amazing, consistent experiences for their clients. These advisors make it their mission to ensure that each client enjoys the same exceptional level of service and attention — every time, from every advisor. Each time a client calls for service or comes in for…
Preparing for client meetings can be very time consuming as you work through the many steps that need to be done to prepare . . . Find last year’s notes and review what you’ve already discussed Follow up on what you told your client you would be discussing this year Find or create presentations to…
Servicing clients is easy with Salesforce case management functionality. Cases function as process-driven objects, which means they are flexible and can accommodate many internal processes (such as change of address, death of a client, or compliance-related requests). With a few custom fields, you can quickly customize these for your team. However, some advisors have a…