Brokerage firms and their financial advisors need to be able to understand the hidden asset potential within their client base. However, they often only have a view of what their clients hold with them, resulting in decreased efficiency and missed opportunities.
Brokerage firms can use WealthComplete to quantify growth opportunities and help financial advisors prioritize their efforts. In this case study, we compare WealthComplete’s total assets estimates for a firm’s clients against those clients’ assets under management at the firm.
This allows the brokerage firm FA, Branch Manager or senior executive to:
- Quantify how much untapped potential exists within their current client base
- Enable financial advisors to segment their books of business and pinpoint those clients with incremental asset opportunity
Find out the results by reading the case study.