“When was the last time you heard from your financial advisor?”
If you’re a client of nVest Advisors, your answer to that should be, “Frequently!”
With as often as daily market updates, weekly account performance emails, regular updates on Facebook, Twitter, LinkedIn, our own smartphone app, our podcast, our blog, monthly newsletters, and even periodic alerts, we communicate with our clients more than any financial advisory firm we can think of.
(And that’s not even including the personal service messages, face-to-face meeting opportunities in Texas and Colorado, and CEO Jeremy Torgerson’s financial blog.)
Our commitment to transparency and communication is pretty radical.
But in 2019, we’re taking client service up another notch with the introduction of video emails.
Every so often, your emails from your financial advisor will come in the form of a short embedded or linked video, private and made just for you, instead of the long text messages that most emails become.
We hope not just “hearing from”, but actually hearing your financial advisor, adds one more layer of personal, human service to your client experience.
At nVest Advisors, we don’t just talk the talk about providing the best client experience in the industry – we’re working hard every day to make it come true.