The mysteries of held-away accounts are fading amid breakthroughs in data aggregation. With new offerings, advisors can pull their clients’ and prospects’ financial data from multiple institutions into a unified 360° view. But now that you have greater visibility into your clients’ held-away accounts, the question remains, “Now what?”
I’ve found that three areas are the perfect starting points for an advisor who has recently been given the keys to the held-away kingdom. The knowledge gained from your new access will have a profound impact on your client relationships, practice management, overall growth strategy, and ultimately your bottom line. Let’s get to it.
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