The financial services industry is in the midst of great change. Gone are the days of clients being excited to invest in mutual funds or being content with their advisor talking about rates of return and portfolio structure. Regulators have continued to add more and more regulations so that it seems advisors are being paid to do paperwork to satisfy regulators more than meeting with clients to help navigate important financial decisions. There is a squeeze on advisor compensation and still clients expect to receive great service. There is a great need for advisors to demonstrate the value of their advice.

Research has shown that people who have a financial advisor have 67% higher net worth than those who do it on their own.*

When you combine:

  • Increased regulation
  • Downward pressure on fees
  • Client pessimism to the investment markets

there is a very present need for advisors to not only provide value to clients but to deliver the value of advice. This in turn will provide a strong level of retention of current clients and also an increase in referrals to new clients.

My Financial Future is built to do exactly that, to help advisors quickly demonstrate:

  • How client wealth has grown over time
  • How easy clients are to achieve their financial goals
  • What they need to do to reach their desired retirement

It is simple to use, easy to enter client information and increase the depth of your conversations with clients.

To see My Financial Future solutions for advisors, click here or email us to set up a demo.

*Check out some useful resources with IFIC here:

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