PreciseFP

For advisors, one of the most crucial responsibilities is effective communication with clients. So, what’s the best way to reach out? It really depends on the conversation and your client’s preferences. In this blog we will explore four key channels that advisors can use to enhance client communication. https://lnkd.in/gQH-5dMZ

Half the time, double the efficiency. See how Hogan French Financial Services slashed their client onboarding time by 50% with PreciseFP—without sacrificing compliance or quality. Read more: https://lnkd.in/g8d-WV4v

Let’s face it—balancing client communication with an already jam-packed schedule is no small feat. It’s understandable if you’re struggling to keep up. Here are six smart ways to ensure you stay connected with your clients beyond the annual review: 1. Check in Around Life Changes 2. Invite Them to Classes or Webinars 3. Hold Client Gatherings 4. Check in Around Anniversaries and Milestones 5. Share Relevant News and Resources 5. Ask for a Referral https://lnkd.in/gMVRgM6P

Still stuck in the manual grind? How much time could you save if your clients updated their own info before your meetings? Join us with Nora Gallegos, MBA from PreciseFP to discover how you can keep that human connection, while automating the busywork. 📆 Wednesday, February 26th 🕚 11 AM PST Register Here 👉 https://lnkd.in/g57mKBYv

Discover how signatures went digital and revolutionized finance! Our whitepaper traces the industry-wide transition to e-signatures, erasing paperwork burdens and reducing turnaround times. Download now. #wealthmanagement #wealthtech https://lnkd.in/gtM4VsRE

🚨 Partnership Expansion with Income Lab 🚨 We’ve just launched the Income Lab Optimized Template that incorporates 30+ data points from PreciseFP. This new template has been tailored to include only the relevant fields that transfer directly from PreciseFP, reducing redundancy and accelerating your planning process. Learn more and watch the full 90-second video to see how this partnership can work for you! #IncomeLab #FinancialPlanning #ClientSuccess #FinTech #FinancialAdvisor #Partnerships https://lnkd.in/g5u3R6JT

In today’s world, people are used to getting everything instantly. Think about how you can order pizza with a tap or binge-watch an entire series on Netflix without waiting. Financial advisors need to keep up with these instant gratification expectations. Let’s explore how you can deliver an on-demand experience that keeps your clients coming back for more. Here are five ways to create a competitive advantage: 1. Invest in Technology 2. Offer Holistic Advising 3. Prioritize the Client Experience 4. Find a Niche 5. Be a Subject Matter Expert https://lnkd.in/gsDFvctf

In 2024, PreciseFP saved our clients 154,336 financial planning hours when it comes to gathering all the data needed for a financial plan. See more from our 2024 Year in Review. https://lnkd.in/gMYK2hC2

Join two Partners from Cornerstone Wealth Advisors during a live webinar this Thursday, February 6th as they demonstrate how they use PreciseFP to collect what they call the “DNA” of client information. Their highly communicative and organized approach is impressive, and you won’t want to miss seeing it in action. Register now to see how it’s done and get your questions answered directly by your colleagues! Nora Gallegos, MBA Chase Walker, CIMA® Michael Quattrochi, CFP® https://lnkd.in/geuweYRt

Our friend Emily James once taught us, that when people come together, great things happen. And that they did! For the past three days, Docupace and PreciseFP people gathered in Frisco, Texas for some much needed "together time" We may just look like any other group of people, but it's a collection of technology #experts, develop #professionals, talented #leaders, crackerjack sales people and much much more. We're #grateful for a few days of "roll our sleeves up" work and laugh out loud fun. #excited for what's ahead in 2025 #backofficeheroes #wealthmanagement #wealthtech #teamwork #thrivein25