As an independent financial advisor, you are juggling everything—all while trying to build and maintain valuable, trusted relationships with your clients. We help you provide your clients with investment strategies that really work so you can focus on your clients and expand your business.
Clients can’t decide if they want to “beat the market” or “minimize risk?” Set their expectations with the 95% Probability Range, and create powerful milestones that build their confidence in your work.
Trusted Relationships Built on Personal Service
As an independent advisor, you’ve already made the choice to deliver a different level of trusted service to your clients. But providing top value takes time. You want to continue to grow your business—but the last thing you want to do is make that leap by sacrificing the trusted relationships you’ve spent years building.
“Client experience.” It’s just two words, yet it encompasses so much. Communication. Choice. Service. Trust. And it sits at the core of your ability to grow a successful practice, one client at a time. At Lindner Capital, we provide the tools and processes you need to deliver it all—even while growing your Assets Under Management and increasing your client load.
- The Riskalyze Risk Analysis tool saves you time and boosts client value by delivering all the insight of a comprehensive risk analysis using the power and simplicity of an online app.
- Advisor best practices and client-facing technologies help you build stronger, more trusted client relationships —starting with the very first phone call.
