Investors are no longer satisfied with a basic financial plan and a me-too portfolio. Grappling with the complexity of modern life, they want guidance across a range of financial decisions.
Beacon is the cornerstone of holistic financial planning. It creates new levels of client understanding and engagement. And it deepens the most important variable in the adviser/client relationship: Trust.
Advisers are people, too. Develop a self-understanding that not only benefits others, but also yourself. When we crystallise the differences between ourselves and our clients, we deepen our empathy in an unprecedented manner.
Through the Beam app, reveal the client’s behavioural biases and quantify their financial persona. The Beacon dashboard visualises personas with slick graphics, and contextualises it with original content written by experts in behavioural finance and experimental psychology.
What is the psychological profile of your entire practice? What is the right investment, marketing, and education strategy for the varied “behavioural segments” of your client base? Before Beam and Beacon, there was no way to know. Now there is.
Together Beam and Beacon shed a unique light on financial planning.
Beam’s engagement approach is fully gamified, empowering clients to achieve better self-awareness through an entertaining and delightful experience. Their data is shared seamlessly, accurately, and securely.
Beacon takes the traditional “Know Your Client (KYC)” process to a whole new level. With Beacon, advisers can understand what triggers a client to make good or bad decisions. Advisers can ask better questions, provide better direction, and build stronger connections and, for the first time, build close relationships that scale.
There’s never been a more relevant time to understand what’s driving your clients aspirations and anxieties.
Beam and Beacon, take conversations beyond cold numbers and ‘facts’ directly to the human part of the conversation, building trust through insight and understanding.
Using Beacon and understanding what client behaviours means is easy through included explanations & contexts. These include personas and triggers. And shortly we’ll be adding a series of short video tutorials to make using it easier still.
For those who want to get the very most from Beacon’s revelations, there’s the option of subscribing to our series of Behavioural Coaching Masterclasses.
Three 90 minute webinars, hosted by Neil Bage & Chris Budd, explore how coaching techniques can be applied to behavioural insights.
The Coronavirus crisis and resultant market drops have never made client behavioural insights more relevant or more necessary. We’re aware of this but we’re also very aware of the impact market drops have had on the immediate income of all Practices.
Recognising the pressure both Planners and Clients are under, Be-IQ wants to support the community in adopting behavioural insights into their conversations immediately. To this end we will be temporarily lowering the financial commitment necessary for BEACON in three ways:
Register now to commence your 30 day free trial. You can cancel at any time within your trial period. At the end of the 30 days you will be automatically billed for a six month subscription of Beacon.