The importance of the personal touch

As a financial advisor, you're helping your clients deal with highly personal and emotional decisions that can easily feel too technical and completely impersonal. With Robo-advisors and the tech-heavy world in which we live... don't lose your strength of differentiation.  

You see, one of the biggest problems with technology is this: the closer it brings us, the less personal it becomes. 

Think about.

Facebook tells everyone when your birthday is. No-one remembers it - but they wish you anyway. Your cellphone tells what your friends' phone numbers are - you don't have to remember them. LinkedIn informs you when a contact receives a promotion or celebrates their work anniversary - it even pre-populates the message for you. How personal is that?

Not very. It's convenient, but it's far from personal.

The result is that we have an online community that is crying out for real, authentic, personal interaction. A means to hear from someone and respond to them, by yourself. Not in a bulk email, a large group or a social media forum where you soon become 'just another screen-name'. 

Contatto is a unique service that we have developed to bring the personal touch back and empower financial advisors and CFP's. Everything is personalised to you and your client.

Stay in touch with your clients every single month, not just once a year... or less...

Add value to their lives. Tell them things they want to hear, not just what they need to hear.

A version of this blog first appeared on Pulse | LinkedIn.