Elementality for Financial Advisors | Elements Financial Vitals System™
How To Build A Monthly Service Calendar [211]
Apr 17, 2025
Explore how financial advisors can enhance client relationships with a proactive monthly service calendar. Discover a three-step process—verify, assess, and report—that streamlines financial health monitoring. Learn how to efficiently review key elements like savings rate and liquidity, all while dedicating just a few hours each month. This approach not only saves time but also strengthens communication and trust with clients.
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Quick takeaways
- A monthly service calendar enables financial advisors to proactively monitor client financial health through a structured three-step process: verify, assess, and report.
- This method enhances client communication and engagement, contrasting with traditional reactive approaches to financial advisory services, fostering client loyalty.
Deep dives
The Importance of a Monthly Service Calendar
Implementing a monthly service calendar can significantly enhance the way financial advisors monitor and engage with their clients. This approach provides a structured means for advisors to proactively address clients' financial health, ensuring that necessary adjustments are made on a regular basis. By focusing on specific financial elements each month, such as savings rate and liquidity, advisors can tailor their services to better meet the unique needs of their clients. The proactive nature of this method contrasts with common complaints from clients about their advisors being reactive and non-communicative.
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