It’s Not Just Business… It’s Personal | Using Benjamin for a Successful Client-Advisor Relationship

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Administrator

We’ve all heard the saying, “it’s just business, it’s nothing personal.” But a good financial advisor knows it’s always personal. Financial advising is all about providing security and helping people achieve their goals and dreams. So how do you provide a successful client-advisor relationship? 

Benjamin is our solution. He works as your digital assistant to handle the tasks you simply don’t need to, giving you back the time you need to focus on your clients. 

How to provide a better client-advisor relationship: 

Your clients are more than just money; they’re people. 

Make sure you’re treating them that way. It can be so easy, especially for those of us have been around for a long time, to continue doing things the way we’ve always done without adding the personal touch that this new generation craves in every interaction. Get to know them and make your relationship personal. 

Benjamin takes on the tasks that typically keep you from spending time getting to know your clients. He understands the tasks of each person within a firm and integrates with other technologies you use to standardize and automate these tasks. With more time in your day, you can easily spend more time interacting with your clients, talking with them, and discovering new ways to serve them well. 

Being a trusted advisor requires constant conversation. 

When a client has a question, are you available to answer it immediately? Do they feel like they can come to you with any question or concern? If they were to call you right now, would you be able to answer in a timely manner? If you’re unable to communicate regularly with your clients (with boundaries, of course), it’s time to make some changes. Your clients trust you with a large part of their life, so it makes sense that they’d want to be able to get answers and feedback from you as often as possible. 

By investing little time upfront, Benjamin proactively communicates with your clients based on different criteria and rules, allowing you to be proactive, whether you’re in another client meeting, on vacation, or otherwise unavailable. 

Being proactive always wins. 

Clients appreciate good problem-solving, but even more so, they appreciate someone who can think ahead and prevent a problem. What if you were able to look ahead to see potential issues rather than find the right solution after there’s already a problem? 

Benjamin helps give you back the time you need to intentionally stay ahead of the curve and prevent problems before they happen. Being proactive largely relies on constant communication, going back to the point above. 

If you don’t already use Benjamin to streamline communication and improve your client relationships, now is the time. Get a free demo here

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Benjamin

Looking to join a small dedicated team of technology enthusiast who want to find creative ways to automate the imperative tasks that financial advisors are faced with every day?

 



Benjamin

We are a rapidly growing company with 50 customers in search of a dynamic and energetic candidate to lead our marketing efforts and foster partner company relationships!

 



Benjamin

We are a rapidly growing company with 50 customers in search of a dynamic “rising star” sales leader to spearhead new business development!