Here are some tips to consider when using the Solution Library in your advisory practice with clients and prospects.
1. Use Solution Library to Research Unknown Products or Services with Prospects
Have you ever walked into a prospect meeting and ended up learning about a new product or service in the marketplace, perhaps a new provider all together? It's easy to do with hundreds of regional and specialty providers coming up with new product names and features. There are more options than any single advisor can stay up to date with, let alone memorize. This is where the solution library comes in, just type of the name of the provider, the product or service or even just a keyword to explore solutions.
Can't find the solution you're looking for? Let us know at email@example.com and we'll do the research for you.
Once you find the solution or we've added it to the library you'll be able to read detailed descriptions and well as view related files (brochures, presentations etc.) and related videos that will educate you on this product or service. From there, CloudAdvisors can put you in touch with that provider or you can use the solution library to compare similar solutions for differentiation or details that might be important to your group.
2. Use the Solution Library to keep preferred solutions a couple clicks away.
Advisors always have a basket of preferred solutions near the top of their mind, they're either new, novel or ones that have already demonstrated success with clients. Even top experts, however, forget certain solutions at certain times and it's not practical to arrive at every meeting with a physical file folder of brochures. This is where Solution Library comes in, just search for familiar solutions and immediately access your go-to brochures and marketing collateral before a meeting or as a quick follow up after a meeting.
3. Use Solution Library to Support Conversation with Clients
Ok, this is your advanced strategy but has already been a proven winner by some advisors. During a meeting with a client, perhaps a plan audit or governance review the conversation often turns to options in the marketplace. With the solution library in hand (tablet) or on-screen (plugged into boardroom TV or projector) the advisor can navigate multiple searches of the solution library by keyword. Try exploring niche topics like "cannabis" "mental health" or "diabetes" to reveal different solution materials that can be reviewed and explored together right in the meeting. This approach may leave your client wanting their own access to your vast library but puts the advisor in the driver's seat to help navigate and advise on the details.
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