MetLife’s Post

What if you could have it all: personalized client experiences AND scalable business growth? #Wealthcare's Goals Driven Experience (GDX360®) framework makes it possible. Our proprietary system empowers advisors with a repeatable process that prioritizes client care while giving you the tools for scalable, predictable outcomes. #GDX360® fosters client loyalty through tailored financial plans and investment strategies that align with their goals. Our "Comfort Zone®" tracks client progress toward their goals, enabling proactive and engaging advisor-client conversations. From comprehensive financial planning to seamless back-office support, our platform delivers consistent results. Plus, with our full suite of technology and services and our team of industry experts, you have everything you need to grow your business. Contact us today to learn more. #wealthmanagement #financialadvisors #RIAs #wealthcaregdx

Adapting to your needs, growing with your ambitions. For 10 years, we’ve pioneered innovative solutions to help you achieve more. Here’s to the next chapter! https://lnkd.in/gbENXKvJ #DiversityMicrocredit #InnovatingForYou

In the next 10 years, the modern financial advisor will become "more like integrated life/wealth coaches who advise clients on investments, banking, healthcare, protection, taxes, estate, and financial wellness needs more broadly." This was shared and envisioned in a McKinsey & Company report. We are already seeing a MSSIVE shift towards this advisor 3.0 and it is clearly evident in the emergence of new service models across the industry, and notably the delivery of family-office, white-glove approaches being baked into new offerings. In a time where more than $84.4 Trillion dollars will transfer to the next generation(s), known as The Great Wealth Transfer (or what I am beginning to call The Great Relationship Transfer), the firms and advisors that lead with this mindset (and offering) will carve out quite the competitive advantage for themselves. This is a very consistent view from our team at FutureVault about how Client Life Management positions the modern advisor to thrive by being relevant and instrumental through the entire relationship with a client - from onboarding and engaging all aspects of a client’s financial, business, and personal life to wealth transfer strategies, legacy planning and establishing relationships with G2 and G3. This level of value and engagement adds a competitive business alpha — a digital moat strategy — to your firm where you can engender more trust, access additional family members or centers of influence, and develop a highly referable business. It is really about creating an environment where you are building loyalty across a family, across generations. #financialadvisors #thegreatwealthtransfer #wealthtech #advisortech #familyoffice #digitalvault

Focusing on financial wellness and personalized benefits plans, we're highlighting QEX Solution Partners who provide personalized, dedicated support to give your employees a quality experience that aligns seamlessly with your business objectives. Discover firsthand how our QEX solutions are tailored to address your employees' unique needs: https://ow.ly/405950SKP59? #QEX #EmployeeBenefits #PersonalizedBenefits

According to the 2023 Voice of the Advisor research from CGI and Investments & Wealth Management, a majority of advisors feel they're falling short of their true growth potential. What's top of mind for them? Client experience, growth, and efficiency. Yes! Technology - streamlining processes and embracing digital solutions can be the key to tackling these challenges – but we have to maintain that crucial human touch too. Take it from someone who's been in the trenches: Even with years of financial industry experience, I still leaned on not one, but two financial advisors in retirement planning. Why? Because when it comes down to it, we're all human, driven by emotions and unique needs. That's where smart technology comes into play. Whether it's weaving chatbots seamlessly with human support or simplifying data integration, the goal remains the same: Enhancing lives and futures for both clients and advisors alike. When it comes to tech integration, let's keep the focus where it counts – on empowering meaningful connections and making financial journeys smoother for everyone involved. #FinancialAdvisors #ClientExperience #TechInnovation #Empowerment #FutureOfFinance #technologyintegration Mark Guglielmo, Michelle Fahy, Peter Murphy, Stacey Punch, Dave Altschul, Ted Nelson, Maura Keegan Fairbanks, Bill Monroe, Page Clark-Santello, Lisa Smith

Our journey began with a powerful mission: cutting down the cost of risk for our clients. Two decades later, we continue to deliver on our promise of boosting savings, efficiency, and productivity throughout the entire claims lifecycle while seamlessly fitting into your daily workflow. Discover the #APSAdvantage today: https://lnkd.in/ect375Dp

According to a MetLife survey, only 60% of small business employees say they feel cared for at work. How can you better understand what your employees need, and in turn, improve business outcomes? My latest post highlights the top 10 “must haves” for demonstrating care to your employees: https://buff.ly/3Ib6A2b #MetLife_Partner #SmallBusiness #Retention #sponsor

An opportunity to run a paperless practice is the future of the business.

The pace of change will never be this slow again! Therefore, it's time to start considering the digital transformation of your business. #digitaltransformation #businessinnovation #futurereadybusiness #embracechange

In one of our standout projects a few years ago, we had the privilege of working with an iconic UK insurer renowned for their unparalleled customer trust, built on deeply human, physical experiences. But as digital transformation reshaped the industry, they faced a challenge: integrating digital elements without losing the essence of their brand. The video below showcases how we navigated this journey together. I can imagine this is still relevant for many companies and brands today. #DigitalTransformation #CustomerExperience #Human #Technology #Elixirr #msh