After you complete the tour, sign up for a free trial in less than two minutes.
WealthBook is a revolutionary approach to referral generation and client service that harnesses the power of Web 2.0 technology.
In this brief product tour, we’ll explore how to tap into your best source of new business and how to create raving fans from your current clients.
In a traditional advisor/client relationship, advisors have limited opportunities for growing their practice through warm leads. There’s the occasional referral or introduction, but by and large there’s a one-to-one relationship between you and your clients.
This isn’t simply a disadvantage for generating referrals: It’s a disadvantage for delivering the level client service that creates loyalty.
With your client as the go-between for all interactions related to his business and estate, there’s a chance that you might be missing something. This disconnect creates a liability and diminishes your ability to deliver a 360-degree evaluation of your client’s portfolio.
This is where WealthBook’s Trusted Networks come in. Trusted Networks are the catalyst for connecting with your clients, their key family members, and their other professional advisors. These networks provide a natural environment for growing your business. The net result?
Trusted Networks are the key to delivering a higher level of client service and experiencing an entirely new dimension of referral generation.
Let’s take a look at how easy it is to set up a Trusted Network in WealthBook.
First, an advisor accesses WealthBook through a VeriSign-secured login. WealthBook is secured by multiple firewalls and 256-bit level encryption, which is the same level of security used by financial institutions.
Next, an advisor enrolls his clients. This is the first step to creating the powerful Trusted Networks that enable collaboration between you, your clients, key family members, and other professional advisors.
WealthBook makes it easy to add clients individually or to import your entire client base. As client information is added to WealthBook, an email invitation can automatically be sent to each client. Your client simply clicks the invitation link and enters a security code to enroll in WealthBook.
As clients accept their invitations to join your trusted network, your WealthBook starts taking shape. Now you can start working with your clients and their other trusted advisors to create a top-of-mind presence with the clients that depend on you (and the clients you depend on).
Begin by working with your clients by uploading their important documents. With WealthBook’s eVault, it’s easy to organize and secure critical content.
Next, you can invite the advisors you work with to join your WealthBook trusted network. As your colleagues accept your invitation, you establish an online version of the work you perform for mutual clients and the reciprocal business development that you share with your professional colleagues.
With everything you need in one spot, it’s time to get down to work. WealthBook makes it easy to proactively work with your clients, coordinating events such as annual tax reviews, IRA Contributions, and much more.
So when it’s time to perform a quarterly review for Mr. Silvermann, a few clicks is all it takes to initiate the review. Your client and any of their professional advisors required to complete the review are notified by email of any tasks and due dates. Everyone is on the same page with WealthBook’s automated workflows.
By working with your clients and their trusted advisors, you build trusted referral relationships. WealthBook helps you capture the benefits of working on behalf of shared clients through trusted introductions. You may request introductions to new advisors and clients in an environment that’s built for professional and social interaction.
It’s what we call Referral Generation 2.0.
From the initial introduction request to a new client or advisor becoming part of your Trusted Network, WealthBook tracks the progress of each referral. At a glance, you can watch your referral network expand through warm leads.
WealthBook also helps you initiate advisor referrals. By helping your clients fill any gaps in their team of professional advisors, you can help them achieve their financial goals and add value to your client relationships.
When it comes to referral management, nothing compares to WealthBook’s ability to:
As you can see, your entire practice isn’t just displayed:
It’s transformed before your very eyes.
From your WealthBook home page, you can view current referral activity at a glance and know which tasks need your attention. And you can also monitor workflow tasks and determine next steps with your clients. WealthBook makes it easy to work proactively and communicate more frequently with your clients.
Cold-calling and lead brokers may be for some professional advisors. But if you’re ready to tap into your trusted network of clients and professional advisors, it’s time to try WealthBook.
In fact, try it free for 30 days and see how it can transform your practice starting today.
WealthBook provides the only secure, online solution for client service and referral development.
It helps professional advisors:
After you complete the tour, sign up for a free trial in less than two minutes.
