Online Personality Assessment to Raise Percentage of Client Engagements, Gives Advisors New Way to Compete in “Digital Experience Competition”
PreciseFP, a cloud-based service that provides an all-in-one document vault solution and forms creation tool for online client data gathering, and Bob Veres, publisher of the Inside Information newsletter, jointly announce the development of Financial Personalities, a powerful new “pre-engagement engagement” marketing tool for financial advisors. Veres, who addressed a packed room full of financial advisors while at the T3 Advisor Tech Conference held in Ft. Lauderdale, Fla., last week, spoke about “the pre-engagement engagement” and how vital it is for financial advisors to win the hearts and minds of prospective clients long before the first inquiry ever materializes.
