We’ve all heard the rhetoric about becoming client-centric, and with the DOL fiduciary rule it’s becoming an imperative. But what does it really mean, and what can you do to shift your organization to a more client-centric mindset? We’ll walk you through what factors are contributing to the new reality and how you can become the wealth management firm of the future.

1. WHAT DOES IT MEAN
TO BE CLIENT-CENTRIC?
BEYOND
RHETORIC
THE

2. Meet Pat
ADVISOR

3. Pat and clients
THE BRADYS
Meeting: Face-to-face. Comfortable.
Reports: Comprehensive. Personalized cover.
Product: Offers access to exclusive fund.
Performance: Beat benchmark by 5% YTD.

4. What’s WRONG with
this picture?
Meeting: Hard to schedule. Inconvenient.
Reports: Static PDF. Overwhelming.
Product: Starts with wrong goal in mind.
Performance: Wrong beta. Wrong conversation.
Pat and clients
THE BRADYS
Meeting: Face-to-face. Comfortable.
Reports: Comprehensive. Personalized cover.
Product: Offers access to exclusive fund.
Performance: Beat benchmark by 5% YTD.

5. The bar is
RISING

6. The bar is
RISING
The digital revolution
DOL fiduciary rule
Competition
Demographic shifts

7. The bar is
RISING
The traditional value proposition
is under threat.

8. Pat will be
OBSOLETE
in 5 years

9. How can you keep up?

10. By creating a
CLIENT-
CENTRIC
organization
that is…

11. Goals-based

12. Goals-based
Helping your clients achieve their life
goals − instead of simply chasing
performance.

13. Holistic

14. Holistic
Managing the household’s wealth as
one interconnected whole.

15. Tax-aware

16. Tax-aware
Optimizing portfolios to capture
tax alpha.

17. Personalized

18. Personalized
Crafting portfolios specific to each
investor, reflecting their unique profile.

19. Digital
(For Boomers)

20. Digital
(For Millennials)

21. Anytime, anywhere digital collaboration.

22. All done
AT SCALE

23. Liberate your advisors by centralizing
core functions.
All done
AT SCALE

24. Now let’s revisit
Pat & The Bradys

25. The
CLIENT-
CENTRIC
future

26. The
CLIENT-
CENTRIC
future
Meeting: Virtual anytime collaboration.
Video chat. Co-browsing.
Reports: Interactive investor portal.
Recognizes all household accounts.
Product: Personalized, tax managed portfolios.
Goal-oriented.
Performance: Progress towards overall life goals.

27. info@myvest.com
(415) 369-9511
Talk to us about
creating the client-centric
organization of the future