Relationship Manager Morgan du Plessix breaks down some key strategies for creating a revolving door of client engagement post-trade.
Relationship Manager Morgan du Plessix breaks down some key strategies for creating a revolving door of client engagement post-trade.
The first trade is an exciting milestone in the client journey. However, we know that many advisors find creating a wheel of continuous connection to be a significant challenge. On this episode of The Ethic Approach, Relationship Manager Morgan du Plessix unpacks some key opportunities for connecting with clients beyond the first trade.
Some key takeaways from this episode:
- Leverage Reporting Tools: Advisors can strengthen client relationships by using Ethic's comprehensive reporting tools, which cover financial, tax, proxy, and sustainability metrics. These tools enable advisors to clearly communicate the performance and impact of client portfolios, making it easier to maintain ongoing engagement.
- Personalize Client Education: Advisors can deepen connections by meeting clients where they are in their sustainable investing journey. Ethic provides a variety of educational resources, including newsletters and videos, that advisors can use to tailor the client experience and foster continuous learning.
- Capitalize on Seasonal Opportunities: Seasonal events like year-end charitable giving and proxy season offer unique chances for advisors to engage clients. These moments provide opportunities to discuss donor-advised funds, which are tax-efficient and impactful, and to educate clients on how their investments align with their values.
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Disclosures:
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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.