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More Success in Advisory: Let Clients Decide With You

by Oskar Hallier

Anyone who lets clients merely watch during an advisory session has usually lost the sale before the conversation is even over. What behavioural psychology knows about decisions makes it clear: only advisors who let clients actively decide along the way keep the process moving all the way to the signature.

Empowering Clients Through Interaction in Online Advisory

by Oskar Hallier

Technologies that enable interaction in online advisory strengthen sales success. Because interaction gives clients the feeling of shaping their own outcome — provided the tools are easy to use and full of emotion.

bridge vs. Flexperto – Feature Comparison for Advisors

bridge and Flexperto have dominated the digital advisory platform market for over a decade. An objective feature-by-feature comparison from the advisor's perspective.

AI Creates Space for Quality Financial Advice

by Oskar Hallier

Many financial advisors worry that AI will soon make them redundant. The opposite is true: it makes them better at their job — and creates space for what truly matters.

Storytelling – the Art of Online Advisory

Sales training teaches brokers which insurance product suits which life situation. But telling those stories convincingly — especially on screen — isn't something everyone can do.