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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Clients Desire Proactivity
- Clients often perceive financial professionals as not proactive enough despite advisors' intentions.
- Proactivity and relevance are key reasons for implementing a monthly service calendar.
Effective Client Data Verification
- Send a mass email to clients explaining what you want them to do, how to do it, and why it matters.
- Use short instructional videos or GIFs to make data updates easy and follow up only once or twice.
Quick Client Assessment Tips
- Spend no more than one minute per client when assessing who needs personal attention.
- Use clear checklists and flag clients needing intervention, focusing on specific questions like savings rate or liquidity.