Financial Advisor Success Ep 136: Leveraging Risk Tolerance And Financial Planning Software Upfront To Deepen Conversations With Prospects with Nina O'Neal
Aug 6, 2019
Nina O'Neal, a partner and investment advisor at Archer Investment Management, shares insights on navigating the world of financial advising while balancing life as a parent. She highlights the effectiveness of using Riskalyze to shift client conversations from mere performance to understanding behavior. Nina also discusses empowering female advisors through her network and the importance of building a supportive firm culture. Get ready for practical tips on integrating technology like eMoney for better client engagement and planning.
AI Snips
Chapters
Transcript
Episode notes
Use Riskalyze Live To Drive Sales
- Use Riskalyze live with prospects to establish a shared numeric risk score and observe couple dynamics in real time.
- Compare that score to their current portfolio to open a clear conversation and present an aligned solution.
Show eMoney Early To Illustrate Ongoing Care
- Lead with planning using eMoney and show the client portal to prospects to demonstrate ongoing service.
- Populate eMoney during onboarding so the second meeting becomes an interactive plan presentation.
Prequalify And Refer Poor Fits
- Pre-qualify prospects on the phone to save time and decline poor fits politely.
- Refer mismatches to other advisors rather than forcing ill-fitting relationships.