Client engagement is no longer a “nice to have” — it’s a growth driver. Research shows advisers who prioritise engagement grow client assets by 22% more, and 89.7% of clients say communication style is key to referrals. The good news? If you’re using AstuteWheel, you already have the tools to deliver a world-class engagement experience — now it’s about how you use them.
Here are five essential elements to build into your client engagement process:
1. Lead with Discovery, Not Data
Begin with values, goals, and life priorities — not forms. Use the Client Discovery, Values, and Life Goals tools to uncover what truly matters to your clients. This builds trust and sets the tone for personalised advice.
2. Use Visual Tools to Explain Strategy
Complex advice becomes simple when clients can see it. Leverage Advice Maps, Strategy Visuals, and the Risk Profiles to create clarity and support confident decision-making.
3. Follow a Repeatable Review Framework
AstuteWheel makes it easy to set a consistent service calendar. Schedule annual reviews, update goals, and check estate plans using templates that keep you efficient and clients feeling valued.
4. Personalise by Thinking Style
Not all clients want the same communication. Use the Cognitive Style questionnaire to understand how your clients process information — and adapt your approach for better outcomes.
5. Bring Emotional Intelligence into Every Meeting
Empathy and active listening go a long way. Use questions from AstuteWheel’s tools to have meaningful conversations — not just financial ones. Show you care about their life, not just their portfolio.
Final Word:
AstuteWheel isn’t just a tool — it’s your engine for engaging clients in a deeper, more consistent way. Advisers who implement these steps create standout experiences that clients remember, refer, and remain loyal to.
