The breadth and depth of skills required to provide sound advice to clients increases everyday. And yet any financial advisor will tell you that advising clients is the easy part of the job; acquiring the right clients is the difficult part.
A business development strategy for a successful financial advisor blends personal branding, a clear value proposition within a niche, a multi-faceted marketing process… and of course, a strong work ethic. The digital workplace was designed specifically for employee financial wellness.
We provide an online digital community and social network designed specifically for financial wellness. Our platform is designed to provide members with easy access directly to an advisors' own online professional profile. Advisors set up their own professional online profile. Marketing materials, investor questionnaires, and connections to the advisors own web site or to other social networks such as LinkedIn are allowed and encouraged. Our members connect with chosen professionals directly and independently.Next
In most situations advisors complete the online application within a few minutes. Entry into the network approvals are typically communicated within a few business days.Next
At the core of Digital Workplace’s disruptive innovation is expanding and improving existing workplace financial wellness services to appeal to more employees. We look forward to partner with you.
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