Relationship Manager Morgan du Plessix unpacks how advisors can leverage automation to their advantage.
Relationship Manager Morgan du Plessix unpacks how advisors can leverage automation to their advantage.
Managing your clients’ information and guiding them through the investment journey can be a complex task, but automation can be a major differentiator in the prospecting process. In this episode of The Ethic Approach, Relationship Manager Morgan du Plessix explains how Ethic’s platform streamlines advisor workflows and enhances personalization. By consolidating prospect data, automating next steps, and providing actionable insights, we help advisors stay organized and aligned with their clients' unique needs.
Some key takeaways from this episode:
Centralized Information: Prospect Plus creates a single source of truth by consolidating all of a prospect’s data into one place.
Automated Workflows: Our platform supports advisors with clear reminders so they can track next steps easily.
Streamlined Conversions: Tools like the Values Mapping Exercise and automated call-to-actions can help advisors close business more efficiently.
What’s a Rich Text element?
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
Static and dynamic content editing
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Disclosures:
Ethic Inc. is a Registered Investment Adviser located in New York, NY. Registration of an investment adviser does not imply any level of skill or training. Information pertaining to Ethic Inc’s registration or to obtain a copy of Ethic Inc.’s current written disclosure statement discussing Ethic Inc.’s business operations, services and fees is available on the SEC’s Investment Adviser Public Information website – www.adviserinfo.sec.gov or from Ethic Inc. upon written request at support@ethicinvesting.com. Information provided herein is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Any subsequent, direct communication by Ethic Inc. with a prospective client shall be conducted by a representative of Ethic Inc. that is either registered or qualifies for an exemption or exclusion from registration in the state where a prospective client resides. Information contained herein may be carefully compiled from third-party sources that Ethic Inc. believes to be reliable, but Ethic Inc. cannot guarantee the accuracy of any third-party information.
Ethic Inc. does not render any legal, accounting, or tax advice. Ethic Inc. recommends all investors seek the services of competent professionals in any of the aforementioned areas. Ethic Inc. cannot provide any assurances that any investment strategies, simulations, etc. will perform as described in our materials. ALL INVESTMENTS INVOLVE RISK, ARE NOT GUARANTEED, AND MAY LOSE VALUE. BE SURE TO FIRST CONSULT WITH A QUALIFIED FINANCIAL ADVISER AND/OR TAX PROFESSIONAL BEFORE IMPLEMENTING ANY STRATEGY.