You Can Communicate Better - ALEXA STARTUP - WealthVoice Founder

TL;DR

Wealth Voice is a communications tool and platform designed to help financial advisors build and maintain strong relationships with their clients through voice messaging.

Transcript

hi it's me Emily bender and today is Tuesday March 31st 2020 I have another wealth voice update so I met with our designer and went over some of the prototypes for the skill builder and some of the other screens that are going to be in the tool today really excited everything's looking great I want to back up and tell you a little bit about the pos... Read More

Key Insights

• 🧘 Wealth Voice positions itself as a communications tool and platform for financial advisors to build and maintain relationships with clients.
• 💁 Voice messaging offers a more personal and authentic form of communication, fostering trust and loyalty.
• 😄 Effective communication is crucial for financial advisors to address competing messages and ease clients' concerns during uncertain times.
• ✊ The power of voice can help financial advisors establish a strong presence and differentiate themselves in the crowded market.
• 🛄 Wealth Voice aims to solve the problem of client retention and acquisition by providing a platform for consistent and personalized communication.
• 👪 The current stay-at-home orders present a unique opportunity for financial advisors to leverage technology and connect with clients remotely.
• 🫵 By sharing their views, philosophy, and reactions through voice messages, advisors can build trust and reassure clients during market turbulence.

Questions & Answers

Q: How does Wealth Voice help financial advisors build relationships and retain clients?

Wealth Voice allows financial advisors to communicate with their clients through voice messages, enabling them to share market views, philosophy, and provide reassurance during uncertain times. This consistent and personal form of communication helps build trust and loyalty, ultimately leading to client retention.

Q: Why is voice messaging considered more effective than other forms of communication, such as email or text?

Voice messages have a human warmth and quality that resonates with people on an emotional level. The human brain is wired to process sound and connect with voices, allowing for faster and more meaningful connections compared to visuals or text. Voice messaging also feels more personal and authentic, helping financial advisors establish a strong rapport with their clients.

Q: How does Wealth Voice address the issue of competing messages and scarcity mentality in investing?

With various sources providing conflicting advice and fear-based messages, Wealth Voice offers financial advisors a platform to communicate their plan and philosophy directly to their clients. By reinforcing their investment strategies and instilling confidence, advisors can help clients make rational decisions and navigate volatile markets.

Q: Why is now an ideal time to launch Wealth Voice?

The current global situation, with many people under stay-at-home orders, presents an opportunity for financial advisors to connect with clients remotely. By leveraging technology and voice messaging, advisors can provide personalized and reassuring communication, demonstrating their support during uncertain times.

Summary & Key Takeaways

• Wealth Voice is a tool designed to address the pain points of financial advisors, particularly in building and sustaining client relationships.

• It focuses on the importance of effective communication and the ability to share market views, philosophy, and reactions with clients.

• By leveraging the power of voice messages, wealth advisors can connect with their clients on a deeper level and build trust over time.