Making Portfolios Personal
Key takeaways
- Direct indexing has historically been an option mostly for institutional investors and high-net-worth clients. Technological advancements have made it possible to personalize a client’s portfolio at scale, at lower account minimums.
- Personalization still starts from understanding the client’s goal and working backward from there.
- The continual growth of direct indexing requires a product that balances technology and the human element.
Matt and Julie interview Cindy Galiano and Zach Hamilton about direct indexing. Cindy is the head of product, investment management at Morningstar. Zach serves as a financial advisor at Alterra Advisors.
Client experience for the modern financial professional
Practice management expert Lindsay Troxell provides actionable steps to help financial professionals take charge of their client experience, or CX.
Turning Client Trust into Action in a Down Market: A Six-Step Conversation
Register today to hear AllianceBernstein Advisor Institute's (ABAI's) Ken Haman discuss key insights about human decision-making and research in behavioral finance to look at the practical challenges of managing client trust during uncertain times. Specifically, Ken will drill into: 1) How to move a client past a negative market experience to make an investment decision now, 2) Why clients can be triggered by negative information and avoid these discussions despite the need to take action to improve future outcomes, 3) A six-step conversation model that FAs can use to motivate clients to take action
CONNECT WITH YOUR CLIENTS
Access our online library of goals-based educational materials for more productive client conversations.