Adjusting or refining an investment professional's process to take advantage of new tools adds up to more satisfied clients, who feel more in control of their progress toward wealth accumulation goals.
One of the most important business planning goals for investment professionals is achieving a measurable increase in customer satisfaction. Learn how client satisfaction drives bottom-line results and steps for achieving higher satisfaction scores, including implementing a client survey.
What does productivity mean to your clients? What level of detail, overview or explanation do they need to maximize their hour of quality time with you? To know what they want, you have to ask.
Michael McGowan is a Director of Product Management at Albridge, an affiliate of Pershing, a BNY Mellon company. Mr. McGowan is responsible for the on-going development of the Albridge Wealth Reporting application, with an emphasis on advisor features and functionality. He also oversees the prioritization of the Albridge Wealth Reporting Enhancements list, and guides all strategic development projects through the firm’s software development lifecycle. In addition, Mr. McGowan is involved in several initiatives related to the platform’s strategic development.
Prior to joining Albridge in 2007, Mr. McGowan worked at ADVISORport, a managed account solution provider. His three-year career at ADVISORport included responsibilities as a sales manager for managed accounts and as subject matter expert on asset allocation, proposal generation and performance reporting. Mr. McGowan also worked at Lockwood Financial, one of the pioneers in the managed accounts industry, in business development, portfolio design, training and performance reporting.
He earned a Bachelor of Science degree in Marketing from West Chester University.
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