Today, it’s all about the “experience”.
Whether you’re hiking in the Grand Canyon, SCUBA-diving in the Cayman Islands, or buying a car, having a great experience is what defines our happiness. In this video, we talk about what makes for a fantastic experience, and how Wealthcare embraces the experience concept in the wealth management industry.
It’s not enough to say you have an outstanding client experience. You need proof of concept.
Whether you’re thinking about going independent and need a plan for launching your new business, or you’re already on your own but not sure how to fuel ongoing growth, it’s important to evaluate whether you have the right structure in place to succeed long term.
Take this short quiz to determine if you're on the right path in growing your business.
GDX360® is a goals based wealth management process that helps advisors synchronize financial planning, investment strategies, goals-driven advice, operations, and compliance. Click to learn more about the following key components of the GDX360 platform:
Wealthcare’s GDX360 platform integrates planning and investing in one seamless, ongoing experience. This allows advisors like you to focus on what you do best: find and manage client relationships.
By doing the heavy lifting associated with planning and investing activities, the GDX360 platform frees up time. Time you can use to build your business.
Click a section on the wheel to learn about the WealthcareGDX experience.