Scoping and scaling is the basis for both your clients relationship and your compliance obligations. You'll start with performing a triage, or filtering process. Read more >
We cover the advantages of receiving information from a prospect prior to first meeting. How much work can you ask a prospect to do prior to a meeting. Read more >
Learn the biggest reason a client portal should now be considered essential tech for every financial advisor. Read more >
With some easily produced cashflow modelling and following a few steps, your retirement modelling should be one of the most valued and professional experiences you can give your customers. Read more >
Engaging clients with the Estate Planning process is a common challenge for most financial planners often with limited success. Hans Egger, Managing Director of AstuteWheel talks to AMG Exchange about virtual client meetings and how to build rapport with clients. Read more >
Engaging clients with the Estate Planning process is a common challenge for most financial planners often with limited success. Hans Egger, Managing Director of AstuteWheel talks with Wealth Professional about engaging clients in the Estate Planning process. Read more >
AstuteWheel is Australia’s leading client engagement software providing financial planners with financial modelling calculators, online questionnaires, educational videos and presentation tools to help clients understand your value proposition. ... Read more