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WHAT DOES IT MEAN TO BE CLIENT-CENTRIC?
BEYONDRHETORIC
THE
Meet PatADVISOR
Pat and clientsTHE BRADYS
Meeting: Face-to-face. Comfortable.
Reports: Comprehensive. Personalized cover.
Product: Offers access to exclusive fund.
Performance: Beat benchmark by 5% YTD.
What’s WRONG with this picture?
Meeting: Hard to schedule. Inconvenient.
Reports: Static PDF. Overwhelming.
Product: Starts with wrong goal in mind.
Performance: Wrong beta. Wrong conversation.
Pat and clientsTHE BRADYS
Meeting: Face-to-face. Comfortable.
Reports: Comprehensive. Personalized cover.
Product: Offers access to exclusive fund.
Performance: Beat benchmark by 5% YTD.
The bar is RISING
The bar is RISING
The digital revolution
DOL fiduciary rule
Competition
Demographic shifts
The bar is RISING
The traditional value proposition is under threat.
Pat will be OBSOLETEin 5 years
How can you keep up?
By creating a CLIENT-CENTRIC organization that is…
Goals-based
Goals-basedHelping your clients achieve their life goals − instead of simply chasing performance.
Holistic
Holistic Managing the household’s wealth as one interconnected whole.
Tax-aware
Tax-aware Optimizing portfolios to capture tax alpha.
Personalized
Personalized Crafting portfolios specific to each investor, reflecting their unique profile.
Digital(For Boomers)
Digital (For Millennials)
Anytime, anywhere digital collaboration.
All done AT SCALE
Liberate your advisors by centralizing core functions.
All done AT SCALE
Now let’s revisit Pat & The Bradys
The CLIENT-CENTRICfuture
The CLIENT-CENTRICfuture
Meeting: Virtual anytime collaboration. Video chat. Co-browsing.
Reports: Interactive investor portal. Recognizes all household accounts.
Product: Personalized, tax managed portfolios. Goal-oriented.
Performance: Progress towards overall life goals.
(415) 369-9511
Talk to us about creating the client-centric
organization of the future
