Become a top advisor
Did you know that it is proven that investors who work with an advisor for 15 years or more save 3.9 times more[1] than those who do not?
Here are 5 tips for becoming the advisor clients cannot do without.
- Know the products
Knowing the products enables you to gain the client’s trust and offer them the best solution that meets their needs. Keep the overall product lineup and Choose iA magazines close at hand to have access to all iA Financial Group products at a glance.
- Take training courses
Benefit from the expertise of specialists to acquire new skills and deepen your knowledge of products, financial strategies and much more.
On May 31, we will be presenting a web series on corporate critical illness insurance. Register now!
- Use the promotional tools
- In the Advisor Centre: case studies, client brochures, sales support documents, etc.
- In the Web Showcase: a bank of posts for your social networks, email templates, a tool to create webpages and personalized links and real-time web support.
- Keep up to date with economic news
Because of your advisory role, your clients may ask you questions about the economy and the markets.
- Consult the economic review Decoding the market which presents every Friday, in iA CONNECTED, what caught the attention of our experts.
- Get your need-to-know economic news with the In your interest! podcast
- Provide outstanding service
Today, providing personalized customer service of a superior quality is imperative. Take a genuine interest in your clients. This will enable you, among other things, to get to know them better and offer them products closely linked to their life events. Remember that a satisfied client will recommend you and refer you more to potential clients.
And you? What are your tips for continuous improvement as an advisor?
[1] Claude Montmarquette and Nathalie Viennot-Briot, 2016.
