Become A Digital Advisor

What is a Digital Advisor?
A Digital Advisor is the evolution of a traditional financial Advisor. A Digital advisor offers the speed and convenience of technology to his clients and at the same time maintains a virtual personal touch through e-media such as video calls, chats, multimedia, etc. A digital advisor is an amalgamation of a traditional hard copy financial advisor and the next Gen Robo advisor.

Going Digital is the need of the hour, people are become aware and looking forward to quick and simple solutions. An advisor should remain at par with the latest developments, exploit the benefits provided by technology and optimize his business process. Advisory business is not easy, but the complications involved can be minimized with the help of technology.

How can you become a Digital Advisor?
A Digital Advisor advises his clients with optimum use of technology. A financial advisor can become a Digital Advisor by embracing technology and incorporating digital tools while executing his business activities. You can become a Digital Advisor by adopting the following techniques.

• New client acquisition through Digital Marketing. Technology can help you acquire a large number of new clients. The Digital Platform has a far wider reach than the traditional methods of marketing. Further, it is convenient, effective and is economical. If you want to propagate a new product, all you have to do is simply make a nice banner on your computer and forward it to your whatsapp contacts or put it on your facebook page, done. It is that easy and it is practically impossible to match the magnitude of online audience with any other means of marketing.
• Getting a client on board is so easy. Your client just needs an Aadhar card and KYC and the account opening exercise is just a matter of an hour. You do not have to ask the client to fill multiple forms or meet him repeatedly or go to an office to submit his papers, and then go back again because there was a mismatch in the signature, etc. Technology has eliminated the redundancy. The advisor must adapt technology and make the investment process completely paperless, quick and simple for the client and for himself.
• Send all communications and updates through electronic media. Information on a new product in the industry, a communication on the client's portfolio, a birthday card to be sent the client; can now be done electronically. You don't have to personally meet your client for every petty thing or send a hard copy of a birthday card to your clients. You can simply send an email or a whatsapp message to communicate many things. This will help you save a lot of time and efforts.
• Meetings through e-media: You can expand your horizon with the help of Technology. If you had to meet 10 people today, and after toiling for almost 10 hours, you were able to meet 7 of them and were so exhausted at the end of the day, that could not even think of working on other things. Technology solves your problem, you can meet your 10 clients in one day virtually through skype or other video calling Apps plus you'll be left with some extra time, which can be utilized in business development and expanding your horizon.
• Get yourself organized with Information Technology: There are a number of softwares available to help you organize your business. You can create a simplified database of all your clients. You can view the exact position of your clients at any given point of time. You can also set alerts, which may remind you of your scheduled meetings, meetings which got cancelled and need to be rescheduled, etc. You can also send alerts to your clients if their investment installments are due and the like.

Our clients are on Facebook, Twitter, LinkedIn, PinInterest, Youtube, etc so why are we still looking for them outside the office buildings. Our clients are online, so why shouldn't we be. Transform yourself into a Digital Advisor, and see your business grow because sky is your only limit.

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