Stop managing. Start leading.

It wasn't very long ago, was it? Long conversations with your client, face-to-face, identifying their financial goals. You provided a service by investing their money in managed funds and receiving commissions from the fund managers in return.

Those days are gone. Now you must compete with automated investment advisors employing portfolio algorithms, ("robo-advisors"), and commissions are on the way out. You need a new, more efficient way to engage with your clients on an on-going basis as you focus more on delivering the best possible investment advice, tailored to their needs.

And your clients are different, too. Always connected, immersed in social media and equipped with DIY investment tools, they wish to be active participants rather than passive consumers of your services. They value and trust your knowledge and recommendations, but often prefer to make investment decisions themselves. Do you have the technology to assist them in carrying out their decisions?

Qvests can help you take advantage of these changes rather than be left behind. A new and powerful social media platform designed for investors, Qvests can help you share insightful investment information with your clients while enabling them to explore, learn, and act on their own.

Social media is commonly recognised in the business world as a useful tool for networking and generating sales leads, but Qvests is more than that – it can also help you maintain your client relationships. Its features can be leveraged to advance your service offerings and improve your business.

To learn more visit How Qvests works