PREPARING FOR ANNUAL SIT-TOGETHER (Advisors) “Maximizing the hour” by being able to anticipate client interests in order to better and faster prepare for meetings, for high impact interaction and minimal follow ups. Goal Advisors can’t anticipate what’s on every client’s mind in a scalable way, requiring more time to prepare and more time to follow up after meetings. Pain Inform advisors on each client’s topics of interest ahead of the meeting, and deliver it directly into advisors’ calendar. Solution Celero tracks newsletters and other content engagements, analyzes the data and and extract the right insights to advisors. How CLICK HERE John Smith: annual meeting High focus: Planning & Taxes Low focus: Investments 

PREPARING FOR ANNUAL SIT-TOGETHER.pdf

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