Client Experience

Helping Your Clients Live Richly

Our digital discovery process helps your clients gain an understanding of what’s important to them. What you learn together helps you create and adapt an individualized financial plan that helps your clients live the life they want.

GuideCenter: A Dynamic, Online Portal for Clients

Be available to your clients on their terms and create a seamless financial customer experience. GuideCenter® allows clients to engage with you anywhere, anytime. It’s an easy way for clients to view their complete financial life in real time from any device.

How It Works

Change begins when you understand who your clients are and what their money means to them.

Change happens when you implement a personalized financial plan and continue to engage your clients as their lives and goals change.

STEP 1

Understand What’s Important to Your Financial Clients

Our discovery process is an interactive way for clients to genuinely understand what drives them, so together you can create a personalized plan to suit their life.

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Understand Whats Important

STEP 2

Implement Personalized Plans

Identifying the financial trade-offs your clients are willing to make allows you to create a personalized plan that reflects their values and the resources they need to live the life they want.

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Implement Personalized Plans

STEP 3

Engage Throughout Life’s Changes

Clients want an advisor who keeps them informed, involved, and ready to make the right decisions as goals and the markets change.

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Engage Throughout Lifes Changes