💡 Data-Driven Client Loyalty

Welcome to the holiday edition of Seed Analytics Advisor Connect. During the holiday period, we are sending you slightly shorter emails with practical tips for improving your practice in the new year…

Advisors are benchmarked daily, not just on returns, but also on service and responsiveness.

Instead of chasing competitor performance (which you can't control), the fastest way to outperform the competition is by optimising the service metrics you can control.

Close these three strategic gaps to create a client experience that your competitors just cannot replicate…

1. Double Your Proactive Contacts

Clients love proactive service, and taking this very seriously can help you build remarkable trust and loyalty. In your CRM, keep track of all your client contacts, labelling whether they contacted you (reactive contact, answering a question, etc.), or you contacted them (proactive contact, advice on an upcoming tax change, or risk warning before a dip).

Ensuring you contact your top 10-20% quartile of clients twice as often with proactive, highly relevant advice as they contact you, helps you build a reputation no competitor can match.

2. Engage Your Top 30%

Most advisors spend 80% of their effort on the top 10% of the book, because that tier delivers the highest AUM. But your next 20% triples the number of people who can do a referral, so expanding your hands-on, high-touch service just a little can help you grow.

Compare the hours spent devoted to your top 10% clients versus the next 20% in AUM value against the referral rate each produces. Now, ask if there’s a way to elevate the experience of the lower 20% a little more with strategic time allocation.

Why? Normally, they are slightly easier to “wow”, so there’s a higher chance they can become great advocates, unlocking new high-quality leads. 

3. Show How Sticky Your Advice Is

The true measure of a client's trust isn't their AUM, it's whether they actually implement your advice. When clients “adopt” your advice, it proves your recommendations are relevant and valuable – which makes a great sales tool for your next new client.

Document what percentage of your non-mandatory recommendations clients apply within 90 days. If you find clients implement your advice, for example, 60% or 80% of the time, you can use it as a sales tool: "Our clients implement 8 out of 10 of my recommendations. That’s what sets our firm apart."

You can’t always control or predict returns. But being the best at service and customer experience? Well, that’s a superpower your competitors won’t be able to replicate.

Most advisors carry a quiet frustration: you’re responsible for your clients’ money, but you don’t always have a single, reliable view of where everything actually sits.

Assets spread across platforms. Products added over years. Decisions made on partial information. When questions come up (from clients, partners or regulators) you shouldn’t have to rely on memory, gut feel, or last month’s spreadsheet.

Seed Analytics gives you a clear, live view of your entire book in one place. See total fund exposure across platforms, products, and providers, then go deeper with Advisor Exposure Visibility to understand which platforms your advisors truly use and where real concentration lies.

The result?

Confidence instead of guesswork. Clarity instead of assumptions. And decisions you can stand behind.

New to Seed?

Did You Know? On 18 December 1998, the movie You’ve Got Mail, with Tom Hanks and Meg Ryan, was released. Though a romantic comedy, it was chock-full of foreshadowing of the upcoming tech age. If you’re re-watching it over the holidays, see if you can spot some of them.

Happy holidays,