{"id":4436,"date":"2020-03-03T22:24:00","date_gmt":"2020-03-03T22:24:00","guid":{"rendered":"https:\/\/emoneyadvisor.com\/blog\/are-you-engaging-with-intent\/"},"modified":"2023-12-08T16:19:59","modified_gmt":"2023-12-08T16:19:59","slug":"are-you-engaging-with-intent","status":"publish","type":"thought_leadership","link":"https:\/\/emoneyadvisor.com\/blog\/are-you-engaging-with-intent\/","title":{"rendered":"Are You Engaging with Intent?"},"content":{"rendered":"\r\n<p>More than one-third of investors believe they are being underserved with respect to their financial advice relationships<sup>1<\/sup>.<\/p>\r\n\r\n\r\n\r\n<p>This may leave you considering two things:<\/p>\r\n\r\n\r\n\r\n<ol class=\"wp-block-list\">\r\n<li>How satisfied are your current clients in their relationship with you?<\/li>\r\n<li>What can you do to attract and secure a relationship with a portion of this underserved population?<\/li>\r\n<\/ol>\r\n\r\n\r\n\r\n<p>Whether or not you are pondering one or both of the questions above, the solution lies in actively focusing on client interactions to ensure that your current and future clients are secure and satisfied with the experience you deliver.<\/p>\r\n\r\n\r\n\r\n<p>So how can you do this at scale, with a manageable tech stack, in alignment with the individual expectations of your clients? Focus on engaging with intent and start by asking yourself <a href=\"https:\/\/emoneyadvisor.com\/wp-content\/uploads\/2020\/06\/Are-You-Engaging-with-Intent_.pdf\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\"these key questions (opens in a new tab)\">these key questions<\/a>.<\/p>\r\n\r\n\r\n\r\n<div class=\"wp-block-spacer\" style=\"height: 20px;\" aria-hidden=\"true\">\u00a0<\/div>\r\n\r\n\r\n\r\n<div class=\"wp-block-image\">\r\n<figure class=\"aligncenter\"><a href=\"https:\/\/response.emoneyadvisor.com\/cxdemo\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" src=\"https:\/\/cdn2.hubspot.net\/hubshot\/20\/03\/02\/2d2cefb5-1156-4629-95e3-9e83a12c9924.png\" alt=\"\" \/><\/a><\/figure>\r\n<\/div>\r\n\r\n\r\n\r\n<div class=\"wp-block-image\">\r\n<figure class=\"aligncenter\"><a href=\"https:\/\/emoneyadvisor.com\/wp-content\/uploads\/2020\/06\/Are-You-Engaging-with-Intent_.pdf\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"wp-image-27115\" src=\"https:\/\/blog.emoneyadvisor.com\/wp-content\/uploads\/2020\/03\/Blog-eMoney-Engagewithintent-infographic-tablet-387x410.png\" alt=\"\" \/><\/a><\/figure>\r\n<\/div>\r\n\r\n\r\n\r\n<p><sup>1<\/sup>\u00a0The Cerulli Report U.S. Retail Investor Advice Relationships 2019, Scaling Personalized<\/p>\r\n","protected":false},"author":47,"featured_media":4437,"template":"","thought_leadership_cat":[95,92,94,91],"class_list":["post-4436","thought_leadership","type-thought_leadership","status-publish","has-post-thumbnail","hentry","thought_leadership_cat-advisor-perspectives","thought_leadership_cat-client-experience","thought_leadership_cat-financial-planning","thought_leadership_cat-practice-management"],"acf":{"left_sidebar_ads":false,"right_sidebar_ads":false},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v19.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Are You Engaging with Intent? | eMoney Advisor<\/title>\n<meta name=\"description\" content=\"Are you being utilized by your clients to your full potential? 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