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3 min read

The "Aha" Moment

I'm getting married next summer. While the decision to propose to my fiancé was simple, selecting a wedding venue was not.  

Wedding Piece Small-1.png

I'm getting married next summer. While the decision to propose to my fiancé was simple, selecting a wedding venue was not.  Our weekends were packed with tours of reception venues, which all began to blend together. Then we visited an inn where the guide walked us through a detailed plan illustrating how everything would come together. She also showed us pictures of how other couples had decorated the space. Seeing a plan helped us appreciate that we were in good hands, and the photos helped us visualize how we could customize the venue to match our preferences. It was an "aha!" moment. 

If deciding on a wedding venue can be a challenge, imagine the barriers investors face when trying to choose a wealth manager. Yet most wealth managers use fewer visualization tools than our tour guide. They may show pie charts, performance graphs and sample statements, but these often add more confusion than clarity. They don't help investors understand the services they're getting or what their unique experience will be — and that is what investors need to make an informed decision. 

Fortunately, technology can help. Smartleaf's Experience Engine lets prospects see what their advisor will do for them — E2 shows end clients simple explanations of trade, proof that the portfolio is conforming to the firm's and the client's investment parameters, documentation of the value of tax management and ongoing monitoring of whether the client is on track to meet their goals. By seeing and experiencing the level of service an advisor can provide, investors can finally make an informed, stress-free decision. 

Whether you're planning your wedding or planning for the future, an effective prospecting tool can make your biggest decisions in life a whole lot easier. 

 

For more on this topic, check out An Index to Smartleaf's Top Blog Posts.

 

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Business Development Manager

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