How to have more effective and productive client relationships

Michael Gerber of 360F

Jul 27, 2017

In a video interview, Michael Gerber of 360F discusses how institutions and relationship managers (RMs) can move from pushing products towards giving advice, by using various tools and client information in a more relevant way.

Jump to section:

1. How can relationship managers move away from pushing products towards giving advice?

2. How can we create a more effective profile of the client?

3. Why has this not been done previously by wealth management firms?

4. How can specific tools help us have ‘stickier’ relationships with our clients?

5. What does it really take to adapt to this new approach?

Video transcript

1. How can relationship managers move away from pushing products towards giving advice?

2. How can we create a more effective profile of the client?

3. Why has this not been done previously by wealth management firms?

4. How can specific tools help us have ‘stickier’ relationships with our clients?

5. What does it really take to adapt to this new approach?

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