Present: Differentiate and enhance your meetings

Summit Financial Planning works predominately with group clients, and the individual advisory relationships that come from working with group clients.  They make yearly presentations to employee bases of as many as ~200 at a time.  Traditionally, they have handed out paper packets of materials for employees to follow along and to take home and emailed all employees with reference information, if needed. 

 
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After these presentations, a handful of the attendees will contact Summit Financial Planning about questions particular to their situation.  Summit was seeking to increase the engagement of one-on-one interactions to motivate greater 401(k) participation and to grow its individual advisory practice. 

Response rates and participation at their largest employer clients had been static for years,  until Summit began using Harbor's Financial Health Quiz as a part of their in-person presentations.  Employees took notice and paid attention.  The follow up went from a handful of emails to 63% of attendees going through the Financial Health Quiz for themselves - It has resulted in an average increase in 401(k) participation elections of 1.47% of employee income.

 

 
 
The Quiz and Preview puts people on their edge of their seats and makes our job a lot easier when delving into the detail.
 
 

 

Using Harbor to help you present

 
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Harbor's Financial Health Quiz is a differentiated way to get people "on the edge of their seats"  and more engaged with the value of financial advice and how they can be helped by an advisor.

 

In your meetings, Harbor can create a unique and differentiated way to tailor materials to clients, increase understanding and engagement, and drive more committed follow up.

 Harbor tailors itself to your clients' responses.  It drives a better fit and deeper engagement with your services

Harbor tailors itself to your clients' responses.  It drives a better fit and deeper engagement with your services

A differentiated meeting

Installing Harbor on your website takes less than a day, but can make an overnight difference in attracting the attention of clients and prospects.  Get in touch with info@harborplan.com for a demo of Harbor's capabilities.