Today, most clients want to work with a holistic advisor who can provide a wide range of financial products and services. They prefer a closer relationship with their advisor, reflecting a deep understanding of their financial situation. To provide this, financial advisors must deliver a broad base of services, including integrated banking products such as checking accounts, savings accounts, and certificates of deposit, as well as comprehensive lending solutions like mortgages, jumbo loans, and products that offer access to liquidity.
More than half (51%) of financial advisors are increasing their focus on providing holistic financial planning services, including integrated banking.
... This trend underscores evolving client expectations and the value of integrated financial services that encompass both personal and business banking.
Download your free copy of this important guide and learn:
- Just how big is the demand for integrated banking solutions?
- What are the benefits of adding integrated banking solutions?
- How to approach clients about banking services?
- Plus more!
The industry's most successful advisors are always thinking of new ways to grow their businesses and deliver more value to their clients. Use the tips in the guide to start you off in the right direction!
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