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Encourage clients to know their net worth and aggregate all their assets info on a single platform. This will help family members especially during emergencies where there is lot of confusion.
Using technology to create a family investment account where all asset info is aggregated gives clients knowledge and decision making power. Also helps advisors to cross sell products when need arises for clients.
Giving family members also password access educates them and creats future clients. Encourage clients to invest in what they can understand easily.
Remember that while portions of service delivery, financial planning and research can be automated further, the human touch of advisory will be key as this is a look, feel, touch and emotional business
Mr. Madhu's OxyZen is truly providing zen to his clients. Kudos to you sir and keep inspiring!
