Professionals who understand their clients' personal circumstances and objectives can better anticipate needs, offer more comprehensive advice, and deliver more value for clients. Simple.
Most firms, however, struggle to talk to clients about their broader needs - either because they lack the relationship, they find the conversation awkward, they don’t have a robust process to gather insights on clients, the time isn’t right, or they believe it’s non-core to their work.
Firms that do understand their clients wider needs and have a process and the tools to bridge the gap, between their business and personal circumstances, have better relationships, and higher levels of client retention.
RQ’s diagnostic tool, Compass, is designed to give you the tools and processes to do just that.
Designed by data scientists and Chartered and Certified financial planning firms, Compass is an outcome orientated fact find, enabling you to gather insights on your business clients as individuals, their circumstances, goals, and wider needs.
By understanding the person behind the Ltd, you’ll uncover insights that equip your team to be better advisers and make data-driven and impactful introductions to other professionals when your client needs them.