Ovation Ventures’ Post

Ready to elevate your career? As a #financialadviser, you need more than tools – you need a partner that empowers your success. Momentum provides the resources, support, and recognition to help you thrive at every stage of your journey. Danie V. explores how Momentum value propositions empower the growth of #financialadvisors in the latest article on Blue Chip Digital. https://lnkd.in/d3VH9KY8 #clientengagement #financialplanning #momentumadvice #technology

Starting October 8th, accessABILITY is launching a virtual peer-led Financial Wellness Group to help you confidently manage your money and reduce financial stress. The virtual group sessions will be held on the 2nd and 4th Tuesdays of each month from 11:30 AM to 1:00 PM EST, covering topics like budgeting, saving, investing, debt management, and more. You'll also receive emotional support to reduce stress, boost confidence, and improve relationships. This is your chance to gain the tools and support you need for a secure financial future! Interested? Register for the virtual group sessions via the Eventbrite link: https://lnkd.in/gu2AFJTR #FinancialWellness #MoneyManagement #SelfEmpowerment [ID: The graphic promotes a new virtual support group called the "Financial Wellness Group" by accessABILITY. At the top, the word "NEW" is highlighted, followed by "VIRTUAL SUPPORT GROUP" in bold text. The center image shows blue street signs labeled "Financial" and "Independence" against a clear blue sky, symbolizing financial freedom. Below, "FINANCIAL WELLNESS GROUP" is prominently displayed, with the "accessABILITY" logo at the bottom.]

Are your financial services tools and systems providing the experience that your financial advisors need to be successful? Check out Think Company’s latest blog post to learn how to improve the advisor experience and speed growth within your organization.

Financial advisors expect 16% growth for business in 2024, but many will struggle to take advantage of this once-in-a-generation opportunity. Lack of integrated tools, a defined content strategy, and user preference often create roadblocks for advisors and clients. Investing in great CX and EX strategies will enable your advisors with the experiences they need to ensure growth. #AdvisorExperience #FinancialServices #CX #EX #WealthManagement

5 Strategies for Financial Advisors to Strengthen Client Relationships 1. Develop a deep understanding of your clients' unique goals, values, and lifestyles to create personalized financial plans that resonate. 2. Anticipate and prepare for your clients' life events and challenges, demonstrating your commitment to their long-term success. 3. Leverage technology to automate regular check-ins, ensuring timely and relevant communication that scales with your practice. 4. Conduct thorough discovery sessions to explore clients' financial and non-financial priorities, aligning your strategies with their vision. 5. Collaborate with clients to create detailed retirement budgets that reflect their desired lifestyle and account for various expenses. By focusing on these strategies, financial advisors can enhance client relationships, increase satisfaction, and drive long-term retention and referrals. Discover how Gainns empowers financial advisors with the tools to streamline processes, improve communication, and deliver exceptional client experiences. #FinancialAdvisors #ClientRelationships #RetirementPlanning #Gainns #WealthManagement #ClientLifecycleManagement #CustomerExperience #ClientRetention #Gainns #WealthManagement #FinancialAdvisors #InvestmentManagement #PrivateEquity #PortfolioManagement #AssetManagement #FinancialPlanning #WealthAdvisors #InvestmentAdvisors #FinancialConsulting #WealthTech #FinTech #WealthManagementSoftware #SaaSForAdvisors #InvestmentStrategies #FinancialServices #FinancialTechnology #PrivateBanking #ProfessionalServices #Gainns #CRM #ClientPortal #InvestorPortal

Turning heirs into clients: Todd Rovak of Carefull discusses the advantages and strategies to reach clients’ heirs, including reaching out to clients’ trusted contacts, communicating before a problem surfaces and leveraging technology to protect senior clients. READ MORE: https://lnkd.in/gXv7kbQP #WealthSolutionsReport #FinancialAdvisors #WealthManagement 

In today's fast-paced digital world, maintaining financial wellness is more crucial than ever, particularly for small business owners. The confluence of technology and finance presents both opportunities and challenges. Navigating this landscape effectively can mean the difference between thriving and merely surviving. Here are some actionable strategies to achieve financial wellness in the digital age, enhancing your business's stability and growth prospects. https://hubs.la/Q02xMdhq0

Did you know? According to a 2023 article by PGIM and National Association of Plan Advisors, participant engagement sits atop the list of short-term priorities for plan sponsors. In fact, this challenge outranks costs, investment options, financial wellness programs, and other elements that are often in focus. Learn how TIFIN @Work is helping plan advisors, employers, and employees address gaps and frictions between the workplace and the wealth management environments. Full article from PGIM & NAPA: https://lnkd.in/gtCWKftT #PlanSponsors #WealthManagement #401K #PlanParticipants #WorkplaceBenefits

When you provide financial wellness services to your customers, your likelihood of acquiring and retaining better customers who make smarter choices may increase.

Are you, as a wealth manager, adapting to ongoing changes in your industry? 💡 From tech stacks that provide more seamless workflows, to continued legislative changes. This recent article from NextWealth discusses how advisers must be prepared to adopt new technologies in order to sustain client relationships, as well as remain competitive. The landscape for wealth is now adapting and advisers need to act fast. At Curious Cat Digital, we understand that these emerging themes must now become a vital part of wealth manager's strategies, in order to stand out in a competitive market. Are you ready to embrace change? https://lnkd.in/eSEBHfv2 #wealthmanagement #financialadvisors #nextwealth