Marketing - Email templates
Hi, I am looking to enhance the email templates in Xplan to make them more engaging and visually appealing. Currently, our templates follow the standard ‘letter’ format, but I would like to create templates specifically for: Annual Review Due (invite with link to online bookings) Fee Consent Due (email to our client that their consent is due) My goal is to include elements such as banners and improve the overall presentation to make the emails more captivating for our clients. Does anyone have any resources or links within the Iress Community that demonstrate how to draft more detailed and visually appealing email templates in Xplan? Thank you in advance for your help!
Tracking Client Progress
How do you track clients progress over time? We sometimes put together a report showing the balance, withdrawals and contributions each year. This helps to show how the clients portfolio grows over time. However we're doing this manually and it's time consuming. Is there any automated way to do with? Any reports built into Xplan? Do you have any other good ways to show clients their progress? It would be especially good if there was a way to link it to their goals.POLL: How can financial advice better support neurodivergent clients?
Hi everyone! I just listened to a really interesting episode of the Upfront podcast where behavioural finance expert Krystle McGilvery talked about how advice can better support neurodivergent clients – those with ADHD, autism, dyslexia and more. Krystle mentioned that around 20% of the population is neurodiverse, but a lot of them feel like financial services aren’t meeting their needs. What do you think? As financial advisers, what changes have you made to better support neurodivergent clients? Have you found any specific tools, tips, or ways of communicating that work well? Would love to hear your thoughts and experiences!POLL: Advisers, what do you wear to client meetings?
I just listened to the latest episode of the Upfront podcast where financial adviser and host Emmanuel Asuquo chats with personal branding expert Jennifer Holloway. It was a fascinating discussion about how the choices you make with attire ultimately influence the level of trust your clients have in your service. The interesting part to me, at least, was not whether you should or shouldn't wear a hoodie to meetings but how consistent wearing said hoodie is with your brand. So I want to know from the advisers here – what do you wear to client meetings and what impression do you think clients have of what you're wearing? Do you have any stories of mistaken first impressions?How do you ensure a consistent client experience?
In follow up to my article No adviser is an island, I'd love to know what practices are doing to keep the client experience front of mind for everyone in the team? How do you ensure the clients receive a cohesive experience from everyone they encounter in your practice?Creating your vibe
You need one thing above everything else, to create a vibe which is genuine and personal for your clients – you must truly know your clients. Unfortunately, it’s our experience that very few practices are taking full advantage of their CRM functionality to capture the information they need to create that key personal, relationship building information. And, even if it’s being collected at the onboarding stage, few practices deliberately maintain this information. Simple info such as their children’ names (and their occupation or education level), details of the client’s preference for morning or evening meetings, coffee or tea, in-person or virtual meetings, wine or the ballet or both (will allow you to provide interesting content for your communications, plan events which appeal and so on), what the client is planning to do once the retire, when’s their next major holiday and so on. In other words - the ‘life stuff’. What info do you collect (and maintain) to build meaningful, long term relationships with your clients?
