It can feel like a lot of work to implement a client engagement strategy. The truth is when you have PreciseFP and fpPathfinder in your tech stack; you have the power to automate a client engagement strategy that produces results.
fpPathfinder Offers Messaging
You want to engage with your clients regularly, but how do you get started?
During the “Working Together To Flex Your Diligence & Efficiency” webinar, Financial Advisor Michael C. Whitman, MBA, CFP®, describes how he uses the fpPathfinder Client Service Calendar to implement his client engagement strategy. The calendar is Michael’s guide to timely checklists and flowcharts. He also uses the done-for-you email templates that tee up the subjects for clients.
Michael has learned that he can rely on the Client Service Calendar materials to execute his communication plan efficiently.
PreciseFP Delivers The Message
Now that you know what you want to send and when, the question becomes, “how?”
Again, Michael describes in the webinar how he uses the PreciseFP Templates to build and send his communications to his clients. The templates allow him to create the body of the email, include a downloadable checklist or flowchart, add market commentary, and insert his calendar link to schedule either a 30-minute call or their annual review.
Since Michael began implementing this system, which he says takes between 20 and 30 minutes, his open rates have been around 60%. What’s more, his clients are saving questions from the checklists for their annual review meetings. It’s fair to say Michael is achieving his goal of enhanced client engagement in 2022.
Michael’s process is most effective with a Deluxe or Premier membership, allowing for white labeling of the checklists and flowcharts. Check out the Become A Member page and select the membership level that helps move you toward your goals. Alternatively, you can schedule a live demonstration with our team if you’d prefer a more personalized experience.