RIA Roadmap © 2020 Envestnet, Inc. For investment professional use only.
PAGE 9
6. Engage in active client
communications and training
to drive adoption
Clients need to understand the benefits that digital tools provide and how to
access and use the tools. Position the use of digital tools as a positive with
new and existing clients and as an additional choice and convenience to help
reinforce your relationship.
ACT NOW:
• Develop an onboarding plan that focuses on transitioning clients who are
most receptive to using these solutions.
• Explore different forms of education, such as webinars, newsletters, or
self-help guides and videos on your website.
• Leverage a portion of your quarterly client meetings to reinforce the
use of digital tools.
• Designate a member of your team as a resource for clients to contact for
help with accessing and using these tools.
