A smarter GROWTH PATH
Provide your clients with a roadmap to achieve their goals
ERO provides Financial Advisors with a platform that builds financial investment strategies based on what your clients actually want to achieve.
Whether they're looking to retire, pay off their mortgage, give to charity or generate wealth, ERO's goal-based approach offers an elevated experience for clients and a far more accurate investment strategy.
Improve your client's experience
ERO allows you to have deeper, more meaningful conversations based on their lifestyle choices and long-term goals, rather than focusing only on risk tolerance and loss potential.
Build more trust
By getting to the heart of your client's goals and discussing realistic results, you have an opportunity to
demonstrate a more trustworthy and client-centric approach they will appreciate.
Provide better financial direction
When you offer financial advice, your client can clearly see that the strategies are all targeted towards achieving what they want most. Progress towards this goal-driven target can also be tracked and adjusted.
Improve client retention and referrals
ERO allows you to regularly reassess your client’s goals against their current progress and adapt their investment strategy accordingly to keep them on track. This experience improves client satisfaction and positive word-of-mouth referrals.
Differentiate your service
Stand out from the generic advisor crowd with a far more effective goals-based advisory that will impact the lives of Baby Boomers, Gen Xers, Millennials and Gen Z.
Increase revenue Opportunities
When your clients understand that you're assisting them to achieve their personal goals, then they are often more willing to disclose more of their assets to you. This can increase your Assets under Management and accelerate asset accumulation.
better investment strategies
ERO’s Optimizer tool puts the Financial Advisor in the driver’s seat, by analyzing thousands of mutual funds/ETFs and simplifying them into five portfolio categories to be matched to your client’s goals.
ERO allows for full transparency so that you can demonstrate that you are acting in the best interest of your clients. This provides you with unparalleled fiduciary liability protection and builds client confidence.
BUILT on proven concepts
ERO is built on a scientific approach to investing which models portfolios using Nobel Prize winning concepts.
As a Financial Advisor, you can be confident using ERO will transform your clients results
and grow your assets under management.