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Viewpoints | Advyzon

What kind of advisor are you?

Written by Advyzon Team

What type of advisor are you? People become advisors for all different reasons. Knowing your strengths can help you better support your weaknesses, so you can fully serve your clients and build a well-rounded firm.The planner Never met a money problem she couldn’t solve. This advisor loves figuring out what’s important to clients, prioritizing goals, creating budgets, reviewing forecasts, and showing people a “doable” path forward. Likes: • Building financial plans • Finding creative ways for clients to reach their goals • Problem solving • Working with clients Dislikes: • Investing & portfolio management • Administrative tasks • Business strategy • Managing a team How Advyzon can help We’re integrated with MoneyGuidePro and RightCapital so you only have to enter client data once. What’s more, we help you cover your blind spots on risk, compliance, portfolio aggregation, trading, and billing. Because your technology shouldn’t detract from your (clients’) plans. The entrepreneur Tired of the Wall Street grind, this advisor craves independence and freedom. He’s building his firm, his way. He decides who to work with, how to bill them, who to hire, and how to grow. Likes: • Building a business that helps clients • Finding new people to serve • Business strategy • Managing a team Dislikes: • Financial plans • Investing & portfolio management • Administrative tasks • Compliance How Advyzon can help Our support staff can help you get the tech in place so you can focus on growing your business. Our Growth Suite makes it easy - consider it your all-in-one tool for prospecting, onboarding, and building your brand. The investor Read “The Intelligent Investor” in grade school and has been chasing alpha ever since. More interested in building the perfect portfolio with a target risk profile than hearing what the money in that portfolio will ultimately buy. Likes: • Managing investments • Model portfolios & asset allocation • Risk management • Timelines and goal-based investing Dislikes: • Working with clients • Business strategy • Managing a team • Financial plans How Advyzon can help Whether it’s building models or rebalancing with our new Quantum tool, Advyzon is a one-stop shop for investment management. We sync seamlessly with multiple custodians and make it easy to track performance at the client, account, and firm level. The people person Colleagues call her the rainmaker, but clients call her their best friend. She isn’t interested in money and planning for the sake of it; rather, she sees money and planning as a way to make people’s lives better. Likes: • Working with clients • Finding, talking to, and helping clients • Goal setting & problem solving • Managing a team Dislikes: • Business strategy • Administrative tasks • Investment & portfolio management • Compliance How Advyzon can help All of your notes and communications in a single place make it easy to remember who just got married and who’s retiring next month. Plus, our “client view” technology lets you put yourself in your clients’ shoes, making it easier to answer any questions that come up.The Administrator Excels in the details, whether it’s making sure the firm stays compliant or maximizing profitability through new approaches to billing. The administrator may not take center stage, but he keeps the business running and running well. Likes: • Details and efficiency • Practice management • Business strategy • Billing, cash flow, profitability Dislikes: • Working with clients • Investment & portfolio management • Managing a team • Financial planning How Advyzon can help Advzon is fully customizable at the firm, client, and account level — so you can make it easy to find the information you use most. Automate billing and reporting to free up your time for other things, like building workflows to standardize your process and keep your team on track.

Written by Advyzon Team