Advisors today are facing the pressures of commoditization with the rise of digital wealth management solutions and margin compression across the industry. These pressures, combined with evolving market dynamics, create an environment where advisors must add additional value to maintain their relevance.
The Bonsai Advisor is enabled to do so much more than just maintain relevance. By leveraging a world class digital infrastructure, innovative practice management models and the proprietary Bonsai Philosophy, the Bonsai Advisor is able to drive unprecedented value for their clients.
Ultimately, financial professionals that are a part of Bonsai Advisors are in a position to have more meaningful discussions with their clients, positioning themselves as their personal CFO rather than just their investment advisor. This type of holistic approach enables clients to make more educated decisions across their entire balance sheet, setting them up for successful outcomes.
Our proprietary wealth planning software, allows financial professionals to conduct an asset-liability conversation with their clients.
Offers financial professionals carefully vetted and selected risk management solutions that includes annuities, long term care, disability, and life insurance, home equity investments as well as a business valuation and prospecting tool.
Empowers organizations across the financial services ecosystem to rethink, retool and differentiate themselves in an ever-changing market by leveraging technology, developing innovative solutions and establishing deeper relationships with their clients.