beyond the rhetoric: what does it mean to be client-centric?

WHAT DOES IT MEAN TO BE CLIENT-CENTRIC?

BEYONDRHETORIC

THE

Meet PatADVISOR

Pat and clientsTHE BRADYS

Meeting: Face-to-face. Comfortable.

Reports: Comprehensive. Personalized cover.

Product: Offers access to exclusive fund.

Performance: Beat benchmark by 5% YTD.

What’s WRONG with this picture?

Meeting: Hard to schedule. Inconvenient.

Reports: Static PDF. Overwhelming.

Product: Starts with wrong goal in mind.

Performance: Wrong beta. Wrong conversation.

Pat and clientsTHE BRADYS

Meeting: Face-to-face. Comfortable.

Reports: Comprehensive. Personalized cover.

Product: Offers access to exclusive fund.

Performance: Beat benchmark by 5% YTD.

The bar is RISING

The bar is RISING

The digital revolution

DOL fiduciary rule

Competition

Demographic shifts

The bar is RISING

The traditional value proposition is under threat.

Pat will be OBSOLETEin 5 years

How can you keep up?

By creating a CLIENT-CENTRIC organization that is…

Goals-based

Goals-basedHelping your clients achieve their life goals − instead of simply chasing performance.

Holistic

Holistic Managing the household’s wealth as one interconnected whole.

Tax-aware

Tax-aware Optimizing portfolios to capture tax alpha.

Personalized

Personalized Crafting portfolios specific to each investor, reflecting their unique profile.

Digital(For Boomers)

Digital (For Millennials)

Anytime, anywhere digital collaboration.

All done AT SCALE

Liberate your advisors by centralizing core functions.

All done AT SCALE

Now let’s revisit Pat & The Bradys

The CLIENT-CENTRICfuture

The CLIENT-CENTRICfuture

Meeting: Virtual anytime collaboration. Video chat. Co-browsing.

Reports: Interactive investor portal. Recognizes all household accounts.

Product: Personalized, tax managed portfolios. Goal-oriented.

Performance: Progress towards overall life goals.

info@myvest.com

(415) 369-9511

Talk to us about creating the client-centric

organization of the future