Webinar with Vi4 Wealth: Clear, Compelling, Visual: The Future of Client Engagement
Watch John O’Connell, Joel Bruckenstein of T3 Technology Tools for Today, Ted Toso of Vi4 Wealth, and Janet Galloway of B&B Strategic Management in this webinar replay exploring practical strategies for simplifying performance reporting without losing critical detail. They also discussed:
- How traditional reports overwhelm certain clients and why advisors need different approaches for clients in accumulation vs. distribution phases
- Practical techniques for making conversations accessible to all parties while avoiding information overload that derails productive discussions
- How simplified reporting approaches can streamline client meetings, reduce repetitive explanations, and free up time for higher-value conversations
- Real-world examples of how improved client reporting drives referrals, reduces client attrition, and increases practice valuation for succession planning
Wealth managers, financial advisors, RIAs, family office professionals, and registered representatives who conduct regular performance reviews and recognize that their current reporting methods may not effectively serve all their clients will benefit from watching this webinar replay.
