If you were to survey 100 financial advisory firms, the vast majority would tell you they tailor their services to individual client needs. But it’s rare to find a firm that takes it as far as Schaefer Financial Management. In fact, if you ask Schaefer about big picture items, like fee structure, asset minimums, or their typical clients, you get almost as many exceptions as you do rules.

Reporting can seem intimidating. Use these simple tips and tricks as a reminder of what to avoid when creating your reports in order to optimize them for yourself and clients.

What clients are looking for in a portal, and how you can design one effectively (using screengrabs to help illustrate that Advyzon can make this easy, highlighting best practices vs sales)

Step-by-step walk-through of best practices when it comes to handling client surveys. See how they can be helpful and why 2021 may be the perfect time to start using them.

Whether you bill quarterly or monthly, a smooth process can make a big difference. We put together a checklist to take you through billing and reporting, so you don’t have to worry if you’re forgetting anything.